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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 | $74,470 | $73,546+1.3% | $63,018+18.2% | $147,586-49.5% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.8%-31.9pp | 82.8%-40.0pp |
| Annual return | 25.16% | 175.56%-150.4pp | 87.62%-62.5pp | 578.59%-553.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,392 | $4,185-19.0% | $3,330+1.9% | $5,439-37.6% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |