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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 | $29,764 | $88,702-66.4% | $81,780-63.6% | $145,978-79.6% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 14.66% | 1029.12%-1014.5pp | 776.27%-761.6pp | 550.52%-535.9pp |
| Employer contribution / active EE | $309 | $3,084-90.0% | $2,914-89.4% | $4,662-93.4% |
| Participant deferral / active EE | $1,279 | $4,645-72.5% | $4,321-70.4% | $6,690-80.9% |
| Admin fee / account holder | $102 | $8,414-98.8% | $7,384-98.6% | $13,400-99.2% |