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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 | $88,778-63.3% | $81,844-60.2% | $145,884-77.7% |
| Participation rate | 7.7% | 75.1%-67.4pp | 72.4%-64.7pp | 80.3%-72.6pp |
| Annual return | 14.60% | 1033.03%-1018.4pp | 778.87%-764.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $223 | $3,087-92.8% | $2,916-92.4% | $4,662-95.2% |
| Participant deferral / active EE | $996 | $4,648-78.6% | $4,323-77.0% | $6,690-85.1% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |