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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 | $36,409 | $109,372-66.7% | $89,414-59.3% | $158,966-77.1% |
| Participation rate | 69.2% | 74.3%-5.0pp | 68.0%+1.2pp | 82.0%-12.7pp |
| Annual return | 49.35% | 345.55%-296.2pp | 245.50%-196.2pp | 302.95%-253.6pp |
| Employer contribution / active EE | $246 | $3,171-92.2% | $2,586-90.5% | $4,762-94.8% |
| Participant deferral / active EE | $1,097 | $4,598-76.2% | $3,890-71.8% | $5,983-81.7% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |