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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 | $32,593 | $88,710-63.3% | $81,783-60.1% | $145,959-77.7% |
| Participation rate | 7.7% | 75.0%-67.3pp | 72.4%-64.7pp | 80.3%-72.6pp |
| Annual return | 14.60% | 1027.26%-1012.7pp | 775.05%-760.4pp | 561.95%-547.3pp |
| Employer contribution / active EE | $223 | $3,083-92.8% | $2,913-92.3% | $4,661-95.2% |
| Participant deferral / active EE | $996 | $4,645-78.6% | $4,320-76.9% | $6,689-85.1% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |