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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 | $22,727 | $107,030-78.8% | $73,550-69.1% | $147,586-84.6% |
| Participation rate | 43.8% | 66.4%-22.6pp | 54.9%-11.2pp | 82.8%-39.1pp |
| Annual return | 116.10% | 38.25%+77.8pp | -15.16%+131.3pp | 578.59%-462.5pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $426 | $2,458-82.7% | $1,804-76.4% | $5,439-92.2% |
| Admin fee / account holder | $83 | $3,055-97.3% | $2,320-96.4% | $10,886-99.2% |