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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 | $30,541 | $72,446-57.8% | $67,561-54.8% | $145,877-79.1% |
| Participation rate | 54.5% | 76.9%-22.3pp | 72.9%-18.4pp | 80.3%-25.8pp |
| Annual return | 13.25% | 7211.98%-7198.7pp | 3525.44%-3512.2pp | 551.28%-538.0pp |
| Employer contribution / active EE | $225 | $3,072-92.7% | $2,735-91.8% | $4,663-95.2% |
| Participant deferral / active EE | $1,296 | $4,785-72.9% | $4,003-67.6% | $6,691-80.6% |
| Admin fee / account holder | $170 | $5,541-96.9% | $4,006-95.7% | $13,402-98.7% |