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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 | $16,347 | $72,426-77.4% | $67,560-75.8% | $145,897-88.8% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 12.02% | 7226.78%-7214.8pp | 3533.50%-3521.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $345 | $3,074-88.8% | $2,737-87.4% | $4,663-92.6% |
| Participant deferral / active EE | $1,539 | $4,785-67.8% | $4,004-61.6% | $6,689-77.0% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |