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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 | $13,313 | $49,164-72.9% | $121,169-89.0% | $75,181-82.3% |
| Participation rate | 11.5% | 55.4%-43.9pp | 69.5%-58.0pp | 67.2%-55.7pp |
| Annual return | 52.49% | 56.03%-3.5pp | 986.71%-934.2pp | 160.69%-108.2pp |
| Employer contribution / active EE | $217 | $1,546-86.0% | $4,168-94.8% | $2,671-91.9% |
| Participant deferral / active EE | $916 | $2,628-65.2% | $4,083-77.6% | $4,126-77.8% |
| Admin fee / account holder | $0 | $3,942-100.0% | $5,645-100.0% | $5,650-100.0% |