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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 | $102,326 | $108,685-5.9% | $74,719+36.9% | $152,885-33.1% |
| Participation rate | 38.9% | 65.3%-26.5pp | 54.5%-15.6pp | 82.5%-43.6pp |
| Annual return | 24.91% | 114.09%-89.2pp | 753.05%-728.1pp | 345.39%-320.5pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,316 | $2,712-14.6% | $1,963+17.9% | $5,851-60.4% |
| Admin fee / account holder | $232 | $4,905-95.3% | $3,334-93.0% | $11,598-98.0% |