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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 | $164,044 | $100,938+62.5% | $90,461+81.3% | $158,982+3.2% |
| Participation rate | 64.7% | 75.0%-10.3pp | 72.7%-8.0pp | 82.0%-17.3pp |
| Annual return | 18.49% | 1727.20%-1708.7pp | 1294.76%-1276.3pp | 302.99%-284.5pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,210 | $4,350+88.8% | $3,964+107.1% | $5,983+37.2% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |