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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 | $15,665 | $103,000-84.8% | $90,300-82.7% | $152,885-89.8% |
| Participation rate | 22.2% | 75.9%-53.6pp | 73.3%-51.0pp | 82.5%-60.2pp |
| Annual return | 27.74% | 95.19%-67.5pp | 78.11%-50.4pp | 345.39%-317.7pp |
| Employer contribution / active EE | $59 | $3,138-98.1% | $2,854-97.9% | $4,763-98.8% |
| Participant deferral / active EE | $880 | $4,281-79.4% | $3,884-77.3% | $5,851-85.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |