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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 | $40,902 | $96,388-57.6% | $80,627-49.3% | $139,466-70.7% |
| Participation rate | 31.8% | 73.6%-41.8pp | 67.0%-35.2pp | 80.3%-48.5pp |
| Annual return | 20.29% | 1352.08%-1331.8pp | 936.76%-916.5pp | 373.66%-353.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,502 | $5,224-52.1% | $4,443-43.7% | $6,712-62.7% |
| Admin fee / account holder | $162 | $6,603-97.6% | $5,381-97.0% | $11,409-98.6% |