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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 | $51,261 | $68,097-24.7% | $62,929-18.5% | $137,256-62.7% |
| Participation rate | 22.2% | 77.4%-55.2pp | 73.1%-50.9pp | 80.0%-57.7pp |
| Annual return | 19.02% | 1859.11%-1840.1pp | 1063.93%-1044.9pp | 220.34%-201.3pp |
| Employer contribution / active EE | $200 | $2,811-92.9% | $2,505-92.0% | $4,156-95.2% |
| Participant deferral / active EE | $3,000 | $4,553-34.1% | $3,888-22.8% | $6,407-53.2% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |