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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 | $25,382 | $88,754-71.4% | $81,820-69.0% | $145,877-82.6% |
| Participation rate | 41.7% | 75.1%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 17.22% | 1031.77%-1014.5pp | 777.93%-760.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,220 | $4,648-73.8% | $4,323-71.8% | $6,691-81.8% |
| Admin fee / account holder | $15 | $8,424-99.8% | $7,391-99.8% | $13,402-99.9% |