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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 | $23,834 | $110,039-78.3% | $97,260-75.5% | $145,884-83.7% |
| Participation rate | 20.0% | 75.9%-55.9pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 13.66% | 244.44%-230.8pp | 75.54%-61.9pp | 551.85%-538.2pp |
| Employer contribution / active EE | $163 | $3,074-94.7% | $2,721-94.0% | $4,662-96.5% |
| Participant deferral / active EE | $1,028 | $4,674-78.0% | $4,262-75.9% | $6,690-84.6% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |