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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 | $100,849 | $65,555+53.8% | $86,216+17.0% | $75,173+34.2% |
| Participation rate | 13.8% | 60.5%-46.7pp | 69.0%-55.2pp | 67.2%-53.4pp |
| Annual return | 12.71% | 46.07%-33.4pp | 1169.42%-1156.7pp | 160.72%-148.0pp |
| Employer contribution / active EE | $42 | $1,553-97.3% | $2,382-98.2% | $2,671-98.4% |
| Participant deferral / active EE | $1,362 | $3,023-55.0% | $3,986-65.8% | $4,126-67.0% |
| Admin fee / account holder | $283 | $5,469-94.8% | $6,853-95.9% | $5,651-95.0% |