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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 | $66,961 | $100,203-33.2% | $85,240-21.4% | $145,897-54.1% |
| Participation rate | 15.4% | 74.1%-58.7pp | 67.5%-52.1pp | 80.3%-64.9pp |
| Annual return | 10.93% | 84.28%-73.3pp | 66.75%-55.8pp | 552.29%-541.4pp |
| Employer contribution / active EE | $367 | $3,242-88.7% | $2,735-86.6% | $4,663-92.1% |
| Participant deferral / active EE | $3,544 | $5,299-33.1% | $4,527-21.7% | $6,689-47.0% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |