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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 | $100,858 | $112,112-10.0% | $95,956+5.1% | $158,950-36.5% |
| Participation rate | 27.3% | 79.0%-51.7pp | 77.1%-49.8pp | 82.0%-54.7pp |
| Annual return | 130.70% | 171.15%-40.4pp | 91.63%+39.1pp | 302.91%-172.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,924 | $4,784-59.8% | $4,167-53.8% | $5,983-67.8% |
| Admin fee / account holder | $20 | $10,134-99.8% | $6,797-99.7% | $11,248-99.8% |