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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 | $35,880 | $106,008-66.2% | $92,240-61.1% | $147,586-75.7% |
| Participation rate | 42.1% | 80.4%-38.3pp | 76.5%-34.4pp | 82.8%-40.7pp |
| Annual return | 16.55% | 50.05%-33.5pp | 176.29%-159.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $684 | $4,333-84.2% | $3,680-81.4% | $4,876-86.0% |
| Participant deferral / active EE | $2,573 | $4,478-42.5% | $3,897-34.0% | $5,439-52.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |