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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 | $72,426-84.0% | $67,560-82.9% | $145,897-92.1% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 15.16% | 7226.78%-7211.6pp | 3533.50%-3518.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $126 | $3,074-95.9% | $2,737-95.4% | $4,663-97.3% |
| Participant deferral / active EE | $1,207 | $4,785-74.8% | $4,004-69.8% | $6,689-82.0% |
| Admin fee / account holder | $44 | $5,514-99.2% | $3,994-98.9% | $13,390-99.7% |