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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 | $73,611 | $106,008-30.6% | $92,240-20.2% | $147,586-50.1% |
| Participation rate | 53.3% | 80.4%-27.1pp | 76.5%-23.1pp | 82.8%-29.5pp |
| Annual return | 17.39% | 50.05%-32.7pp | 176.29%-158.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,918 | $4,478-34.8% | $3,897-25.1% | $5,439-46.3% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |