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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 | $14,065 | $96,691-85.5% | $86,656-83.8% | $139,487-89.9% |
| Participation rate | 66.7% | 74.4%-7.8pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 27.20% | 106.87%-79.7pp | 593.09%-565.9pp | 373.84%-346.6pp |
| Employer contribution / active EE | $147 | $3,267-95.5% | $3,025-95.1% | $4,755-96.9% |
| Participant deferral / active EE | $5,364 | $4,838+10.9% | $4,439+20.8% | $6,713-20.1% |
| Admin fee / account holder | $37 | $6,414-99.4% | $5,619-99.4% | $11,407-99.7% |