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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 | $25,108 | $99,079-74.7% | $78,002-67.8% | $273,972-90.8% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.5%-47.0pp | 83.0%-54.4pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.99%-426.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $301 | $3,308-90.9% | $2,470-87.8% | $4,869-93.8% |
| Participant deferral / active EE | $6,857 | $4,306+59.2% | $3,497+96.1% | $5,287+29.7% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |