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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 | $175,539 | $88,754+97.8% | $81,820+114.5% | $145,877+20.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 21.07% | 1031.77%-1010.7pp | 777.93%-756.9pp | 551.28%-530.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,354 | $4,648-27.8% | $4,323-22.4% | $6,691-49.9% |
| Admin fee / account holder | $12 | $8,424-99.9% | $7,391-99.8% | $13,402-99.9% |