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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 | $56,431 | $169,336-66.7% | $129,384-56.4% | $145,884-61.3% |
| Participation rate | 11.1% | 76.5%-65.4pp | 69.6%-58.5pp | 80.3%-69.2pp |
| Annual return | 13.30% | 14408.70%-14395.4pp | 9461.77%-9448.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $188 | $5,540-96.6% | $4,153-95.5% | $4,662-96.0% |
| Participant deferral / active EE | $1,692 | $4,985-66.1% | $4,166-59.4% | $6,690-74.7% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |