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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 | $64,486 | $100,060-35.6% | $149,721-56.9% | $70,126-8.0% |
| Participation rate | 68.0% | 83.6%-15.6pp | 87.1%-19.1pp | 69.5%-1.5pp |
| Annual return | 19.25% | 27.46%-8.2pp | 1501.67%-1482.4pp | 73.15%-53.9pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $10,224 | $4,982+105.2% | $6,568+55.7% | $3,332+206.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |