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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 | $10,536 | $110,278-90.4% | $95,740-89.0% | $139,466-92.4% |
| Participation rate | 14.3% | 75.7%-61.5pp | 72.3%-58.0pp | 80.3%-66.0pp |
| Annual return | 150.20% | 27.19%+123.0pp | 28.41%+121.8pp | 373.66%-223.5pp |
| Employer contribution / active EE | $224 | $3,260-93.1% | $2,836-92.1% | $4,754-95.3% |
| Participant deferral / active EE | $1,464 | $4,674-68.7% | $4,244-65.5% | $6,712-78.2% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |