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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 | $68,334 | $102,595-33.4% | $94,057-27.3% | $154,746-55.8% |
| Participation rate | 23.1% | 76.0%-52.9pp | 73.3%-50.3pp | 80.7%-57.6pp |
| Annual return | 16.39% | 583.42%-567.0pp | 480.62%-464.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,735 | $5,118-66.1% | $4,709-63.2% | $6,730-74.2% |
| Admin fee / account holder | $20 | $7,736-99.7% | $7,244-99.7% | $14,365-99.9% |