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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 | $52,318 | $106,005-50.6% | $92,239-43.3% | $147,585-64.6% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 19.02% | 50.05%-31.0pp | 176.29%-157.3pp | 578.58%-559.6pp |
| Employer contribution / active EE | $592 | $4,333-86.3% | $3,680-83.9% | $4,876-87.9% |
| Participant deferral / active EE | $1,480 | $4,478-67.0% | $3,897-62.0% | $5,439-72.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |