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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 | $11,581 | $72,446-84.0% | $67,561-82.9% | $145,877-92.1% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 15.16% | 7211.98%-7196.8pp | 3525.44%-3510.3pp | 551.28%-536.1pp |
| Employer contribution / active EE | $126 | $3,072-95.9% | $2,735-95.4% | $4,663-97.3% |
| Participant deferral / active EE | $1,207 | $4,785-74.8% | $4,003-69.8% | $6,691-82.0% |
| Admin fee / account holder | $44 | $5,541-99.2% | $4,006-98.9% | $13,402-99.7% |