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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 | $83,271 | $76,368+9.0% | $67,681+23.0% | $154,746-46.2% |
| Participation rate | 37.5% | 79.0%-41.5pp | 73.7%-36.2pp | 80.7%-43.2pp |
| Annual return | 12.46% | 1066.77%-1054.3pp | 590.58%-578.1pp | 172.34%-159.9pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,793 | $4,824-42.1% | $3,976-29.7% | $6,730-58.5% |
| Admin fee / account holder | $174 | $8,559-98.0% | $6,100-97.2% | $14,365-98.8% |