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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 | $87,838 | $106,003-17.1% | $92,236-4.8% | $147,585-40.5% |
| Participation rate | 11.1% | 80.4%-69.3pp | 76.5%-65.4pp | 82.8%-71.7pp |
| Annual return | 14.16% | 50.05%-35.9pp | 176.29%-162.1pp | 578.57%-564.4pp |
| Employer contribution / active EE | $114 | $4,333-97.4% | $3,679-96.9% | $4,876-97.7% |
| Participant deferral / active EE | $1,431 | $4,478-68.1% | $3,897-63.3% | $5,439-73.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |