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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 | $71,697 | $76,519-6.3% | $56,025+28.0% | $145,897-50.9% |
| Participation rate | 38.9% | 63.2%-24.3pp | 52.5%-13.6pp | 80.3%-41.4pp |
| Annual return | 12.83% | 3017.03%-3004.2pp | 1712.69%-1699.9pp | 552.29%-539.5pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,660 | $2,624-36.8% | $1,955-15.1% | $6,689-75.2% |
| Admin fee / account holder | $159 | $3,331-95.2% | $2,828-94.4% | $13,390-98.8% |