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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 | $12,615 | $34,932-63.9% | $56,441-77.6% | $74,546-83.1% |
| Participation rate | 14.6% | 32.9%-18.2pp | 52.5%-37.8pp | 67.2%-52.6pp |
| Annual return | 23.80% | 24.90%-1.1pp | 1704.21%-1680.4pp | 1366.03%-1342.2pp |
| Employer contribution / active EE | $59 | $608-90.3% | $1,039-94.3% | $2,624-97.8% |
| Participant deferral / active EE | $498 | $1,173-57.5% | $1,953-74.5% | $4,347-88.5% |
| Admin fee / account holder | $46 | $2,359-98.1% | $2,829-98.4% | $1,944-97.6% |