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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 | $19,804 | $72,403-72.6% | $67,524-70.7% | $145,978-86.4% |
| Participation rate | 20.0% | 76.9%-56.9pp | 72.9%-52.9pp | 80.3%-60.3pp |
| Annual return | 28.10% | 7197.23%-7169.1pp | 3519.41%-3491.3pp | 550.52%-522.4pp |
| Employer contribution / active EE | $193 | $3,072-93.7% | $2,734-92.9% | $4,662-95.9% |
| Participant deferral / active EE | $2,538 | $4,782-46.9% | $4,001-36.6% | $6,690-62.1% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |