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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 | $34,313 | $106,003-67.6% | $92,236-62.8% | $147,585-76.8% |
| Participation rate | 13.6% | 80.4%-66.8pp | 76.5%-62.8pp | 82.8%-69.2pp |
| Annual return | 29.54% | 50.05%-20.5pp | 176.29%-146.7pp | 578.57%-549.0pp |
| Employer contribution / active EE | $371 | $4,333-91.4% | $3,679-89.9% | $4,876-92.4% |
| Participant deferral / active EE | $1,596 | $4,478-64.4% | $3,897-59.1% | $5,439-70.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |