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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 | $2,049 | $29,319-93.0% | $52,425-96.1% | $82,448-97.5% |
| Participation rate | 60.3% | 46.9%+13.4pp | 55.6%+4.6pp | 68.1%-7.8pp |
| Annual return | 20.82% | 535.20%-514.4pp | 302.12%-281.3pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $396 | $1,171-66.2% | $1,790-77.9% | $4,139-90.4% |
| Admin fee / account holder | $78 | $1,962-96.0% | $2,495-96.9% | $7,234-98.9% |