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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 | $27,958 | $156,970-82.2% | $121,210-76.9% | $139,487-80.0% |
| Participation rate | 29.4% | 76.5%-47.1pp | 69.5%-40.1pp | 80.3%-50.9pp |
| Annual return | 14.86% | 1477.10%-1462.2pp | 987.41%-972.6pp | 373.84%-359.0pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,332 | $4,849-51.9% | $4,084-42.9% | $6,713-65.3% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |