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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 | $24,125 | $68,097-64.6% | $62,929-61.7% | $137,256-82.4% |
| Participation rate | 47.4% | 77.4%-30.1pp | 73.1%-25.7pp | 80.0%-32.6pp |
| Annual return | 12.35% | 1859.11%-1846.8pp | 1063.93%-1051.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,658 | $4,553-63.6% | $3,888-57.4% | $6,407-74.1% |
| Admin fee / account holder | $81 | $6,521-98.8% | $5,065-98.4% | $12,270-99.3% |