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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 | $68,839 | $58,391+17.9% | $76,667-10.2% | $72,976-5.7% |
| Participation rate | 52.0% | 67.4%-15.4pp | 72.1%-20.1pp | 69.5%-17.5pp |
| Annual return | 25.00% | 2306.65%-2281.6pp | 1166.74%-1141.7pp | 81.02%-56.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,472 | $2,690+29.1% | $3,336+4.1% | $3,608-3.7% |
| Admin fee / account holder | $234 | $4,014-94.2% | $6,423-96.4% | $5,124-95.4% |