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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 | $146,661 | $234,190-37.4% | $180,320-18.7% | $198,609-26.2% |
| Participation rate | 27.3% | 77.1%-49.8pp | 71.5%-44.3pp | 82.4%-55.1pp |
| Annual return | 17.40% | 1057.44%-1040.0pp | 778.54%-761.1pp | 202.70%-185.3pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,437 | $4,988-11.0% | $4,304+3.1% | $6,977-36.4% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |