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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 | $9,669 | $28,624-66.2% | $53,647-82.0% | $82,637-88.3% |
| Participation rate | 40.0% | 47.3%-7.3pp | 56.3%-16.3pp | 68.1%-28.1pp |
| Annual return | 22.54% | 664.98%-642.4pp | 358.33%-335.8pp | 53.51%-31.0pp |
| Employer contribution / active EE | $60 | $637-90.6% | $962-93.8% | $2,552-97.7% |
| Participant deferral / active EE | $454 | $1,196-62.0% | $1,813-74.9% | $4,126-89.0% |
| Admin fee / account holder | $262 | $2,022-87.0% | $2,460-89.3% | $7,339-96.4% |