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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 | $43,920 | $106,003-58.6% | $92,236-52.4% | $147,585-70.2% |
| Participation rate | 43.5% | 80.4%-36.9pp | 76.5%-33.0pp | 82.8%-39.4pp |
| Annual return | 21.56% | 50.05%-28.5pp | 176.29%-154.7pp | 578.57%-557.0pp |
| Employer contribution / active EE | $468 | $4,333-89.2% | $3,679-87.3% | $4,876-90.4% |
| Participant deferral / active EE | $3,428 | $4,478-23.5% | $3,897-12.0% | $5,439-37.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |