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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 | $37,591 | $107,363-65.0% | $92,909-59.5% | $152,897-75.4% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 25.21% | 145.63%-120.4pp | 109.44%-84.2pp | 345.43%-320.2pp |
| Employer contribution / active EE | $573 | $4,222-86.4% | $3,653-84.3% | $4,764-88.0% |
| Participant deferral / active EE | $1,433 | $4,848-70.4% | $4,238-66.2% | $5,851-75.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |