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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 | $33,359 | $28,624+16.5% | $53,647-37.8% | $82,637-59.6% |
| Participation rate | 4.2% | 47.3%-43.0pp | 56.3%-52.1pp | 68.1%-63.8pp |
| Annual return | 20.77% | 664.98%-644.2pp | 358.33%-337.6pp | 53.51%-32.7pp |
| Employer contribution / active EE | $91 | $637-85.7% | $962-90.5% | $2,552-96.4% |
| Participant deferral / active EE | $340 | $1,196-71.6% | $1,813-81.2% | $4,126-91.8% |
| Admin fee / account holder | $254 | $2,022-87.4% | $2,460-89.7% | $7,339-96.5% |