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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 | $21,042 | $28,624-26.5% | $53,647-60.8% | $82,637-74.5% |
| Participation rate | 5.4% | 47.3%-41.9pp | 56.3%-50.9pp | 68.1%-62.6pp |
| Annual return | 28.42% | 664.98%-636.6pp | 358.33%-329.9pp | 53.51%-25.1pp |
| Employer contribution / active EE | $104 | $637-83.7% | $962-89.2% | $2,552-95.9% |
| Participant deferral / active EE | $284 | $1,196-76.3% | $1,813-84.4% | $4,126-93.1% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |