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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 | $74,523 | $96,643-22.9% | $86,617-14.0% | $139,456-46.6% |
| Participation rate | 38.9% | 74.4%-35.5pp | 71.7%-32.8pp | 80.3%-41.4pp |
| Annual return | 18.48% | 106.57%-88.1pp | 591.91%-573.4pp | 373.45%-355.0pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,118 | $4,835-56.2% | $4,437-52.3% | $6,711-68.4% |
| Admin fee / account holder | $17 | $6,406-99.7% | $5,613-99.7% | $11,407-99.8% |