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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 | $25,649 | $72,465-64.6% | $67,575-62.0% | $145,884-82.4% |
| Participation rate | 23.5% | 76.9%-53.4pp | 72.9%-49.4pp | 80.3%-56.8pp |
| Annual return | 15.11% | 7222.56%-7207.4pp | 3528.98%-3513.9pp | 551.85%-536.7pp |
| Employer contribution / active EE | $50 | $3,074-98.4% | $2,736-98.2% | $4,662-98.9% |
| Participant deferral / active EE | $1,504 | $4,786-68.6% | $4,003-62.4% | $6,690-77.5% |
| Admin fee / account holder | $289 | $5,515-94.8% | $3,993-92.8% | $13,392-97.8% |