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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 | $59,903 | $102,696-41.7% | $86,235-30.5% | $139,487-57.1% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 22.42% | 1925.91%-1903.5pp | 1170.03%-1147.6pp | 373.84%-351.4pp |
| Employer contribution / active EE | $342 | $3,034-88.7% | $2,381-85.6% | $4,755-92.8% |
| Participant deferral / active EE | $2,269 | $4,679-51.5% | $3,987-43.1% | $6,713-66.2% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |