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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 | $32,292 | $106,008-69.5% | $92,240-65.0% | $147,586-78.1% |
| Participation rate | 21.4% | 80.4%-59.0pp | 76.5%-55.1pp | 82.8%-61.4pp |
| Annual return | 16.60% | 50.05%-33.5pp | 176.29%-159.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,583 | $4,478-64.7% | $3,897-59.4% | $5,439-70.9% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |