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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 | $71,791 | $106,008-32.3% | $92,240-22.2% | $147,586-51.4% |
| Participation rate | 65.0% | 80.4%-15.4pp | 76.5%-11.5pp | 82.8%-17.8pp |
| Annual return | 15.10% | 50.05%-34.9pp | 176.29%-161.2pp | 578.59%-563.5pp |
| Employer contribution / active EE | $63 | $4,333-98.6% | $3,680-98.3% | $4,876-98.7% |
| Participant deferral / active EE | $4,653 | $4,478+3.9% | $3,897+19.4% | $5,439-14.5% |
| Admin fee / account holder | $249 | $6,333-96.1% | $5,194-95.2% | $10,886-97.7% |