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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 | $25,644 | $97,732-73.8% | $83,831-69.4% | $135,380-81.1% |
| Participation rate | 25.0% | 80.0%-55.0pp | 76.1%-51.1pp | 82.6%-57.6pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $607 | $4,222-85.6% | $3,631-83.3% | $4,779-87.3% |
| Participant deferral / active EE | $6,125 | $4,683+30.8% | $4,082+50.1% | $5,609+9.2% |
| Admin fee / account holder | $61 | $6,675-99.1% | $5,479-98.9% | $10,828-99.4% |