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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 | $38,535 | $72,403-46.8% | $67,524-42.9% | $145,978-73.6% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 17.76% | 7197.23%-7179.5pp | 3519.41%-3501.6pp | 550.52%-532.8pp |
| Employer contribution / active EE | $356 | $3,072-88.4% | $2,734-87.0% | $4,662-92.4% |
| Participant deferral / active EE | $2,930 | $4,782-38.7% | $4,001-26.8% | $6,690-56.2% |
| Admin fee / account holder | $153 | $5,541-97.2% | $4,001-96.2% | $13,400-98.9% |