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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 | $33,217 | $49,199-32.5% | $121,204-72.6% | $75,173-55.8% |
| Participation rate | 23.4% | 55.4%-32.0pp | 69.5%-46.1pp | 67.2%-43.8pp |
| Annual return | 16.70% | 56.04%-39.3pp | 987.18%-970.5pp | 160.72%-144.0pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $921 | $2,630-65.0% | $4,083-77.4% | $4,126-77.7% |
| Admin fee / account holder | $70 | $3,946-98.2% | $5,651-98.8% | $5,651-98.8% |