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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 | $12,371 | $96,691-87.2% | $86,656-85.7% | $139,487-91.1% |
| Participation rate | 66.7% | 74.4%-7.8pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 15.55% | 106.87%-91.3pp | 593.09%-577.5pp | 373.84%-358.3pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,299 | $4,838-52.5% | $4,439-48.2% | $6,713-65.8% |
| Admin fee / account holder | $22 | $6,414-99.6% | $5,619-99.6% | $11,407-99.8% |