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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 | $24,125 | $76,368-68.4% | $67,681-64.4% | $154,746-84.4% |
| Participation rate | 47.4% | 79.0%-31.6pp | 73.7%-26.4pp | 80.7%-33.3pp |
| Annual return | 12.35% | 1066.77%-1054.4pp | 590.58%-578.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,658 | $4,824-65.6% | $3,976-58.3% | $6,730-75.4% |
| Admin fee / account holder | $81 | $8,559-99.1% | $6,100-98.7% | $14,365-99.4% |