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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 | $39,602 | $106,008-62.6% | $92,240-57.1% | $147,586-73.2% |
| Participation rate | 12.5% | 80.4%-67.9pp | 76.5%-64.0pp | 82.8%-70.3pp |
| Annual return | 23.88% | 50.05%-26.2pp | 176.29%-152.4pp | 578.59%-554.7pp |
| Employer contribution / active EE | $576 | $4,333-86.7% | $3,680-84.3% | $4,876-88.2% |
| Participant deferral / active EE | $1,677 | $4,478-62.5% | $3,897-57.0% | $5,439-69.2% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |