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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 | $63,238 | $104,544-39.5% | $76,657-17.5% | $152,897-58.6% |
| Participation rate | 36.8% | 76.6%-39.8pp | 72.1%-35.3pp | 82.5%-45.6pp |
| Annual return | 26.39% | 1014.36%-988.0pp | 1166.74%-1140.3pp | 345.43%-319.0pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,995 | $4,236-5.7% | $3,335+19.8% | $5,851-31.7% |
| Admin fee / account holder | $0 | $12,286-100.0% | $6,423-100.0% | $11,599-100.0% |