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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 | $7,873 | $88,778-91.1% | $81,844-90.4% | $145,884-94.6% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 9.52% | 1033.03%-1023.5pp | 778.87%-769.3pp | 551.85%-542.3pp |
| Employer contribution / active EE | $326 | $3,087-89.5% | $2,916-88.8% | $4,662-93.0% |
| Participant deferral / active EE | $1,164 | $4,648-75.0% | $4,323-73.1% | $6,690-82.6% |
| Admin fee / account holder | $66 | $8,430-99.2% | $7,355-99.1% | $13,392-99.5% |