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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 | $13,657 | $96,691-85.9% | $86,656-84.2% | $139,487-90.2% |
| Participation rate | 60.9% | 74.4%-13.5pp | 71.7%-10.8pp | 80.3%-19.5pp |
| Annual return | 23.77% | 106.87%-83.1pp | 593.09%-569.3pp | 373.84%-350.1pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,451 | $4,838-8.0% | $4,439+0.3% | $6,713-33.7% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |