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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 | $50,279 | $53,063-5.2% | $124,206-59.5% | $82,637-39.2% |
| Participation rate | 8.3% | 58.4%-50.1pp | 69.6%-61.2pp | 68.1%-59.7pp |
| Annual return | 20.94% | 68.87%-47.9pp | 515.27%-494.3pp | 53.51%-32.6pp |
| Employer contribution / active EE | $241 | $1,530-84.2% | $3,540-93.2% | $2,552-90.6% |
| Participant deferral / active EE | $805 | $2,644-69.6% | $3,968-79.7% | $4,126-80.5% |
| Admin fee / account holder | $0 | $4,281-100.0% | $5,929-100.0% | $7,339-100.0% |