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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 | $77,443 | $104,520-25.9% | $76,823+0.8% | $152,885-49.3% |
| Participation rate | 57.9% | 76.6%-18.7pp | 72.1%-14.2pp | 82.5%-24.6pp |
| Annual return | 22.12% | 1014.03%-991.9pp | 1166.42%-1144.3pp | 345.39%-323.3pp |
| Employer contribution / active EE | $0 | $3,117-100.0% | $2,302-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,694 | $4,236+34.4% | $3,336+70.7% | $5,851-2.7% |
| Admin fee / account holder | $0 | $12,283-100.0% | $6,422-100.0% | $11,598-100.0% |