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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 | $48,441 | $90,530-46.5% | $76,030-36.3% | $145,897-66.8% |
| Participation rate | 44.4% | 74.4%-30.0pp | 69.1%-24.6pp | 80.3%-35.9pp |
| Annual return | 10.55% | 625.08%-614.5pp | 361.54%-351.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $437 | $3,319-86.8% | $2,688-83.7% | $4,663-90.6% |
| Participant deferral / active EE | $4,557 | $5,164-11.8% | $4,257+7.0% | $6,689-31.9% |
| Admin fee / account holder | $205 | $8,383-97.6% | $6,421-96.8% | $13,390-98.5% |