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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 | $12,193 | $28,624-57.4% | $53,647-77.3% | $82,637-85.2% |
| Participation rate | 9.4% | 47.3%-37.9pp | 56.3%-46.9pp | 68.1%-58.6pp |
| Annual return | 26.92% | 664.98%-638.1pp | 358.33%-331.4pp | 53.51%-26.6pp |
| Employer contribution / active EE | $85 | $637-86.6% | $962-91.1% | $2,552-96.7% |
| Participant deferral / active EE | $292 | $1,196-75.6% | $1,813-83.9% | $4,126-92.9% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |