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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 | $31,050 | $155,833-80.1% | $124,693-75.1% | $167,536-81.5% |
| Participation rate | 25.0% | 81.1%-56.1pp | 74.6%-49.6pp | 82.1%-57.1pp |
| Annual return | 14.05% | 17.98%-3.9pp | 5144.19%-5130.1pp | 478.82%-464.8pp |
| Employer contribution / active EE | $396 | $4,164-90.5% | $3,324-88.1% | $4,839-91.8% |
| Participant deferral / active EE | $1,937 | $5,675-65.9% | $4,615-58.0% | $6,342-69.5% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |