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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 | $54,382 | $112,933-51.8% | $90,970-40.2% | $158,982-65.8% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 32.83% | 215.82%-183.0pp | 134.60%-101.8pp | 302.99%-270.2pp |
| Employer contribution / active EE | $76 | $2,893-97.4% | $2,122-96.4% | $4,763-98.4% |
| Participant deferral / active EE | $2,525 | $4,128-38.8% | $3,373-25.1% | $5,983-57.8% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |