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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 | $35,388 | $88,754-60.1% | $81,820-56.7% | $145,877-75.7% |
| Participation rate | 21.1% | 75.1%-54.0pp | 72.4%-51.3pp | 80.3%-59.2pp |
| Annual return | 34.37% | 1031.77%-997.4pp | 777.93%-743.6pp | 551.28%-516.9pp |
| Employer contribution / active EE | $280 | $3,085-90.9% | $2,915-90.4% | $4,663-94.0% |
| Participant deferral / active EE | $1,201 | $4,648-74.2% | $4,323-72.2% | $6,691-82.0% |
| Admin fee / account holder | $144 | $8,424-98.3% | $7,391-98.1% | $13,402-98.9% |