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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 | $25,858 | $29,733-13.0% | $56,025-53.8% | $80,959-68.1% |
| Participation rate | 3.4% | 41.7%-38.3pp | 52.5%-49.1pp | 67.7%-64.2pp |
| Annual return | 1853.26% | 35.28%+1818.0pp | 1712.69%+140.6pp | 35.67%+1817.6pp |
| Employer contribution / active EE | $37 | $672-94.6% | $1,042-96.5% | $2,757-98.7% |
| Participant deferral / active EE | $793 | $1,229-35.5% | $1,955-59.4% | $4,300-81.6% |
| Admin fee / account holder | $84 | $2,434-96.5% | $2,828-97.0% | $6,925-98.8% |