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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 | $42,064 | $88,702-52.6% | $81,780-48.6% | $145,978-71.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 13.98% | 1029.12%-1015.1pp | 776.27%-762.3pp | 550.52%-536.5pp |
| Employer contribution / active EE | $4 | $3,084-99.9% | $2,914-99.9% | $4,662-99.9% |
| Participant deferral / active EE | $681 | $4,645-85.3% | $4,321-84.2% | $6,690-89.8% |
| Admin fee / account holder | $165 | $8,414-98.0% | $7,384-97.8% | $13,400-98.8% |