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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 | $73,501 | $106,008-30.7% | $92,240-20.3% | $147,586-50.2% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 17.61% | 50.05%-32.4pp | 176.29%-158.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $584 | $4,333-86.5% | $3,680-84.1% | $4,876-88.0% |
| Participant deferral / active EE | $7,200 | $4,478+60.8% | $3,897+84.8% | $5,439+32.4% |
| Admin fee / account holder | $256 | $6,333-96.0% | $5,194-95.1% | $10,886-97.6% |