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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 | $60,644 | $100,203-39.5% | $85,240-28.9% | $145,897-58.4% |
| Participation rate | 7.1% | 74.1%-67.0pp | 67.5%-60.4pp | 80.3%-73.2pp |
| Annual return | 15.56% | 84.28%-68.7pp | 66.75%-51.2pp | 552.29%-536.7pp |
| Employer contribution / active EE | $279 | $3,242-91.4% | $2,735-89.8% | $4,663-94.0% |
| Participant deferral / active EE | $929 | $5,299-82.5% | $4,527-79.5% | $6,689-86.1% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |