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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 | $11,259 | $169,361-93.4% | $129,397-91.3% | $145,877-92.3% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 14.78% | 14395.54%-14380.8pp | 9453.98%-9439.2pp | 551.28%-536.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $690 | $4,987-86.2% | $4,167-83.4% | $6,691-89.7% |
| Admin fee / account holder | $50 | $9,903-99.5% | $7,679-99.3% | $13,402-99.6% |