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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 | $78,902 | $96,678-18.4% | $86,640-8.9% | $139,466-43.4% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 23.36% | 106.69%-83.3pp | 592.52%-569.2pp | 373.66%-350.3pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,919 | $4,837+1.7% | $4,438+10.8% | $6,712-26.7% |
| Admin fee / account holder | $40 | $6,410-99.4% | $5,616-99.3% | $11,409-99.6% |