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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 | $42,146 | $159,978-73.7% | $147,041-71.3% | $145,978-71.1% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 10.41% | 98.36%-88.0pp | 419.21%-408.8pp | 550.52%-540.1pp |
| Employer contribution / active EE | $1,007 | $5,288-81.0% | $4,935-79.6% | $4,662-78.4% |
| Participant deferral / active EE | $2,643 | $8,429-68.6% | $8,071-67.3% | $6,690-60.5% |
| Admin fee / account holder | $165 | $15,053-98.9% | $13,006-98.7% | $13,400-98.8% |