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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 | $8,497 | $27,936-69.6% | $58,561-85.5% | $75,173-88.7% |
| Participation rate | 11.6% | 38.8%-27.2pp | 50.9%-39.2pp | 67.2%-55.6pp |
| Annual return | 17.10% | 44.21%-27.1pp | 4251.33%-4234.2pp | 160.72%-143.6pp |
| Employer contribution / active EE | $53 | $670-92.0% | $1,053-94.9% | $2,671-98.0% |
| Participant deferral / active EE | $215 | $1,202-82.1% | $1,923-88.8% | $4,126-94.8% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |