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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 | $121,260 | $99,031+22.4% | $86,597+40.0% | $147,585-17.8% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 18.76% | 1312.56%-1293.8pp | 964.96%-946.2pp | 578.57%-559.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,788 | $3,972+45.7% | $3,609+60.4% | $5,439+6.4% |
| Admin fee / account holder | $72 | $5,711-98.7% | $4,906-98.5% | $10,885-99.3% |