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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 | $144,053 | $109,863+31.1% | $98,477+46.3% | $167,518-14.0% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | 73.78% | 1958.09%-1884.3pp | 1493.59%-1419.8pp | 478.71%-404.9pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,525 | $4,673-24.6% | $4,276-17.6% | $6,342-44.4% |
| Admin fee / account holder | $280 | $6,755-95.9% | $5,951-95.3% | $12,312-97.7% |