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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 | $20,599 | $96,678-78.7% | $86,640-76.2% | $139,466-85.2% |
| Participation rate | 15.0% | 74.4%-59.4pp | 71.7%-56.7pp | 80.3%-65.3pp |
| Annual return | 25.05% | 106.69%-81.6pp | 592.52%-567.5pp | 373.66%-348.6pp |
| Employer contribution / active EE | $300 | $3,265-90.8% | $3,024-90.1% | $4,754-93.7% |
| Participant deferral / active EE | $1,576 | $4,837-67.4% | $4,438-64.5% | $6,712-76.5% |
| Admin fee / account holder | $122 | $6,410-98.1% | $5,616-97.8% | $11,409-98.9% |