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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 | $71,638 | $149,040-51.9% | $120,225-40.4% | $137,256-47.8% |
| Participation rate | 57.1% | 75.4%-18.3pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 16.34% | 605.68%-589.3pp | 439.23%-422.9pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,515 | $4,655+125.9% | $3,999+163.0% | $6,407+64.1% |
| Admin fee / account holder | $10 | $6,348-99.8% | $5,696-99.8% | $12,270-99.9% |