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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 | $8,061 | $70,366-88.5% | $66,674-87.9% | $138,895-94.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 21.00% | 386.41%-365.4pp | 321.24%-300.2pp | 145.39%-124.4pp |
| Employer contribution / active EE | $58 | $2,765-97.9% | $2,620-97.8% | $4,194-98.6% |
| Participant deferral / active EE | $596 | $4,374-86.4% | $4,084-85.4% | $6,396-90.7% |
| Admin fee / account holder | $30 | $5,262-99.4% | $5,098-99.4% | $12,562-99.8% |