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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 | $43,585 | $106,008-58.9% | $92,240-52.7% | $147,586-70.5% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 19.86% | 50.05%-30.2pp | 176.29%-156.4pp | 578.59%-558.7pp |
| Employer contribution / active EE | $198 | $4,333-95.4% | $3,680-94.6% | $4,876-95.9% |
| Participant deferral / active EE | $3,533 | $4,478-21.1% | $3,897-9.3% | $5,439-35.0% |
| Admin fee / account holder | $125 | $6,333-98.0% | $5,194-97.6% | $10,886-98.9% |