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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 | $99,265 | $106,008-6.4% | $92,240+7.6% | $147,586-32.7% |
| Participation rate | 31.3% | 80.4%-49.2pp | 76.5%-45.2pp | 82.8%-51.6pp |
| Annual return | 17.96% | 50.05%-32.1pp | 176.29%-158.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $347 | $4,333-92.0% | $3,680-90.6% | $4,876-92.9% |
| Participant deferral / active EE | $2,043 | $4,478-54.4% | $3,897-47.6% | $5,439-62.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |