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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 | $69,926 | $76,519-8.6% | $56,025+24.8% | $145,897-52.1% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 14.85% | 3017.03%-3002.2pp | 1712.69%-1697.8pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,359 | $2,624-48.2% | $1,955-30.5% | $6,689-79.7% |
| Admin fee / account holder | $30 | $3,331-99.1% | $2,828-98.9% | $13,390-99.8% |