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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 | $52,234 | $76,368-31.6% | $67,681-22.8% | $154,746-66.2% |
| Participation rate | 55.6% | 79.0%-23.4pp | 73.7%-18.2pp | 80.7%-25.1pp |
| Annual return | 20.73% | 1066.77%-1046.0pp | 590.58%-569.9pp | 172.34%-151.6pp |
| Employer contribution / active EE | $66 | $3,151-97.9% | $2,678-97.5% | $4,379-98.5% |
| Participant deferral / active EE | $8,197 | $4,824+69.9% | $3,976+106.2% | $6,730+21.8% |
| Admin fee / account holder | $170 | $8,559-98.0% | $6,100-97.2% | $14,365-98.8% |