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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 | $24,919 | $88,815-71.9% | $81,882-69.6% | $145,897-82.9% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 19.80% | 1033.75%-1013.9pp | 779.47%-759.7pp | 552.29%-532.5pp |
| Employer contribution / active EE | $291 | $3,086-90.6% | $2,916-90.0% | $4,663-93.8% |
| Participant deferral / active EE | $2,055 | $4,647-55.8% | $4,323-52.5% | $6,689-69.3% |
| Admin fee / account holder | $50 | $8,434-99.4% | $7,360-99.3% | $13,390-99.6% |