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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 | $21,757 | $106,008-79.5% | $92,240-76.4% | $147,586-85.3% |
| Participation rate | 15.4% | 80.4%-65.0pp | 76.5%-61.1pp | 82.8%-67.4pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $222 | $4,333-94.9% | $3,680-94.0% | $4,876-95.5% |
| Participant deferral / active EE | $2,769 | $4,478-38.2% | $3,897-28.9% | $5,439-49.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |