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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 | $66,978 | $29,319+128.4% | $52,425+27.8% | $82,448-18.8% |
| Participation rate | 3.0% | 46.9%-43.8pp | 55.6%-52.6pp | 68.1%-65.0pp |
| Annual return | 33.64% | 535.20%-501.6pp | 302.12%-268.5pp | 41.64%-8.0pp |
| Employer contribution / active EE | $43 | $586-92.7% | $914-95.3% | $2,551-98.3% |
| Participant deferral / active EE | $939 | $1,171-19.8% | $1,790-47.5% | $4,139-77.3% |
| Admin fee / account holder | $236 | $1,962-88.0% | $2,495-90.5% | $7,234-96.7% |