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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 | $55,478 | $73,546-24.6% | $63,018-12.0% | $147,586-62.4% |
| Participation rate | 26.7% | 77.9%-51.2pp | 74.8%-48.1pp | 82.8%-56.2pp |
| Annual return | 14.27% | 175.56%-161.3pp | 87.62%-73.4pp | 578.59%-564.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,536 | $4,185-63.3% | $3,330-53.9% | $5,439-71.8% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |