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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 | $31,872 | $88,778-64.1% | $81,844-61.1% | $145,884-78.2% |
| Participation rate | 9.1% | 75.1%-66.0pp | 72.4%-63.3pp | 80.3%-71.2pp |
| Annual return | 15.42% | 1033.03%-1017.6pp | 778.87%-763.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $189 | $3,087-93.9% | $2,916-93.5% | $4,662-95.9% |
| Participant deferral / active EE | $756 | $4,648-83.7% | $4,323-82.5% | $6,690-88.7% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |