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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 | $7,223 | $88,754-91.9% | $81,820-91.2% | $145,877-95.0% |
| Participation rate | 15.4% | 75.1%-59.7pp | 72.4%-57.0pp | 80.3%-64.9pp |
| Annual return | 18.76% | 1031.77%-1013.0pp | 777.93%-759.2pp | 551.28%-532.5pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,394 | $4,648-70.0% | $4,323-67.7% | $6,691-79.2% |
| Admin fee / account holder | $67 | $8,424-99.2% | $7,391-99.1% | $13,402-99.5% |