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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 | $27,461 | $88,754-69.1% | $81,820-66.4% | $145,877-81.2% |
| Participation rate | 18.2% | 75.1%-56.9pp | 72.4%-54.2pp | 80.3%-62.1pp |
| Annual return | 14.82% | 1031.77%-1016.9pp | 777.93%-763.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $262 | $3,085-91.5% | $2,915-91.0% | $4,663-94.4% |
| Participant deferral / active EE | $1,100 | $4,648-76.3% | $4,323-74.5% | $6,691-83.6% |
| Admin fee / account holder | $195 | $8,424-97.7% | $7,391-97.4% | $13,402-98.5% |