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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 | $47,391 | $102,382-53.7% | $147,005-67.8% | $80,874-41.4% |
| Participation rate | 10.7% | 75.8%-65.1pp | 82.2%-71.4pp | 67.6%-56.9pp |
| Annual return | 19.41% | 134.89%-115.5pp | 418.76%-399.4pp | 35.62%-16.2pp |
| Employer contribution / active EE | $431 | $3,715-88.4% | $4,934-91.3% | $2,756-84.4% |
| Participant deferral / active EE | $3,041 | $6,646-54.2% | $8,070-62.3% | $4,297-29.2% |
| Admin fee / account holder | $123 | $7,942-98.5% | $13,006-99.1% | $6,935-98.2% |