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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 | $104,653 | $109,872-4.8% | $98,483+6.3% | $167,536-37.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 10.40% | 1959.31%-1948.9pp | 1494.38%-1484.0pp | 478.82%-468.4pp |
| Employer contribution / active EE | $151 | $3,225-95.3% | $2,961-94.9% | $4,839-96.9% |
| Participant deferral / active EE | $2,156 | $4,673-53.9% | $4,276-49.6% | $6,342-66.0% |
| Admin fee / account holder | $157 | $6,757-97.7% | $5,953-97.4% | $12,315-98.7% |