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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 | $40,696 | $65,555-37.9% | $86,216-52.8% | $75,173-45.9% |
| Participation rate | 7.1% | 60.5%-53.3pp | 69.0%-61.8pp | 67.2%-60.1pp |
| Annual return | 33.86% | 46.07%-12.2pp | 1169.42%-1135.6pp | 160.72%-126.9pp |
| Employer contribution / active EE | $154 | $1,553-90.1% | $2,382-93.5% | $2,671-94.2% |
| Participant deferral / active EE | $1,456 | $3,023-51.8% | $3,986-63.5% | $4,126-64.7% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,853-100.0% | $5,651-100.0% |