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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 | $30,973 | $97,761-68.3% | $83,850-63.1% | $135,382-77.1% |
| Participation rate | 18.2% | 80.0%-61.8pp | 76.1%-58.0pp | 82.6%-64.5pp |
| Annual return | 0.39% | 1287.44%-1287.1pp | 850.92%-850.5pp | 519.77%-519.4pp |
| Employer contribution / active EE | $681 | $4,222-83.9% | $3,631-81.2% | $4,779-85.7% |
| Participant deferral / active EE | $2,075 | $4,682-55.7% | $4,082-49.2% | $5,609-63.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |