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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 | $45,019 | $106,008-57.5% | $92,240-51.2% | $147,586-69.5% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 26.15% | 50.05%-23.9pp | 176.29%-150.1pp | 578.59%-552.4pp |
| Employer contribution / active EE | $680 | $4,333-84.3% | $3,680-81.5% | $4,876-86.1% |
| Participant deferral / active EE | $5,780 | $4,478+29.1% | $3,897+48.3% | $5,439+6.3% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |