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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 | $54,619 | $102,382-46.7% | $147,005-62.8% | $80,874-32.5% |
| Participation rate | 46.4% | 75.8%-29.4pp | 82.2%-35.7pp | 67.6%-21.2pp |
| Annual return | 14.98% | 134.89%-119.9pp | 418.76%-403.8pp | 35.62%-20.6pp |
| Employer contribution / active EE | $11 | $3,715-99.7% | $4,934-99.8% | $2,756-99.6% |
| Participant deferral / active EE | $9,717 | $6,646+46.2% | $8,070+20.4% | $4,297+126.1% |
| Admin fee / account holder | $204 | $7,942-97.4% | $13,006-98.4% | $6,935-97.1% |