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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 | $70,121-26.9% | $63,803-19.7% | $138,895-63.1% |
| Participation rate | 22.2% | 77.2%-55.0pp | 72.7%-50.5pp | 79.9%-57.7pp |
| Annual return | 19.02% | 946.48%-927.5pp | 543.72%-524.7pp | 145.39%-126.4pp |
| Employer contribution / active EE | $200 | $2,882-93.1% | $2,532-92.1% | $4,194-95.2% |
| Participant deferral / active EE | $3,000 | $4,535-33.9% | $3,843-21.9% | $6,396-53.1% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |