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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 | $58,578 | $90,691-35.4% | $76,119-23.0% | $145,884-59.8% |
| Participation rate | 15.4% | 74.5%-59.1pp | 69.1%-53.7pp | 80.3%-64.9pp |
| Annual return | 18.40% | 624.52%-606.1pp | 361.25%-342.8pp | 551.85%-533.4pp |
| Employer contribution / active EE | $32 | $3,329-99.0% | $2,693-98.8% | $4,662-99.3% |
| Participant deferral / active EE | $5,430 | $5,167+5.1% | $4,259+27.5% | $6,690-18.8% |
| Admin fee / account holder | $206 | $8,383-97.5% | $6,421-96.8% | $13,392-98.5% |