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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 | $59,222 | $101,653-41.7% | $147,080-59.7% | $74,459-20.5% |
| Participation rate | 47.5% | 75.6%-28.0pp | 82.2%-34.7pp | 67.2%-19.7pp |
| Annual return | 24.96% | 8754.98%-8730.0pp | 420.17%-395.2pp | 1369.70%-1344.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,668 | $7,304-36.1% | $8,066-42.1% | $4,350+7.3% |
| Admin fee / account holder | $8 | $1,752-99.5% | $12,989-99.9% | $1,945-99.6% |