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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 | $30,100 | $106,008-71.6% | $92,240-67.4% | $147,586-79.6% |
| Participation rate | 11.1% | 80.4%-69.3pp | 76.5%-65.4pp | 82.8%-71.7pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $521 | $4,333-88.0% | $3,680-85.8% | $4,876-89.3% |
| Participant deferral / active EE | $2,667 | $4,478-40.5% | $3,897-31.6% | $5,439-51.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |