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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 | $43,934 | $88,778-50.5% | $81,844-46.3% | $145,884-69.9% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 10.23% | 1033.03%-1022.8pp | 778.87%-768.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,752 | $4,648-19.3% | $4,323-13.2% | $6,690-43.9% |
| Admin fee / account holder | $15 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |