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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 | $91,143 | $114,130-20.1% | $96,192-5.2% | $167,553-45.6% |
| Participation rate | 46.2% | 75.1%-28.9pp | 68.4%-22.3pp | 82.1%-36.0pp |
| Annual return | 15.35% | 190.07%-174.7pp | 192.09%-176.7pp | 478.89%-463.5pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,591 | $5,198+7.6% | $4,351+28.5% | $6,343-11.9% |
| Admin fee / account holder | $20 | $6,901-99.7% | $5,539-99.6% | $12,316-99.8% |