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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,077 | $58,391-63.9% | $76,657-72.5% | $72,975-71.1% |
| Participation rate | 32.7% | 67.4%-34.7pp | 72.1%-39.4pp | 69.5%-36.8pp |
| Annual return | 25.63% | 2306.65%-2281.0pp | 1166.74%-1141.1pp | 81.01%-55.4pp |
| Employer contribution / active EE | $309 | $1,787-82.7% | $2,303-86.6% | $2,440-87.3% |
| Participant deferral / active EE | $1,192 | $2,690-55.7% | $3,335-64.3% | $3,608-67.0% |
| Admin fee / account holder | $0 | $4,014-100.0% | $6,423-100.0% | $5,124-100.0% |