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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 | $87,963 | $125,184-29.7% | $105,607-16.7% | $145,884-39.7% |
| Participation rate | 25.0% | 77.6%-52.6pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 28.63% | 225.00%-196.4pp | 116.11%-87.5pp | 551.85%-523.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,415 | $5,714-57.7% | $5,011-51.8% | $6,690-63.9% |
| Admin fee / account holder | $20 | $17,133-99.9% | $10,958-99.8% | $13,392-99.9% |