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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 | $68,069 | $29,733+128.9% | $56,025+21.5% | $80,959-15.9% |
| Participation rate | 8.1% | 41.7%-33.6pp | 52.5%-44.4pp | 67.7%-59.6pp |
| Annual return | 10.84% | 35.28%-24.4pp | 1712.69%-1701.8pp | 35.67%-24.8pp |
| Employer contribution / active EE | $77 | $672-88.6% | $1,042-92.7% | $2,757-97.2% |
| Participant deferral / active EE | $1,057 | $1,229-14.0% | $1,955-45.9% | $4,300-75.4% |
| Admin fee / account holder | $270 | $2,434-88.9% | $2,828-90.5% | $6,925-96.1% |