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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 | $18,459 | $96,691-80.9% | $86,656-78.7% | $139,487-86.8% |
| Participation rate | 52.6% | 74.4%-21.8pp | 71.7%-19.1pp | 80.3%-27.7pp |
| Annual return | 21.54% | 106.87%-85.3pp | 593.09%-571.6pp | 373.84%-352.3pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,009 | $4,838-58.5% | $4,439-54.7% | $6,713-70.1% |
| Admin fee / account holder | $185 | $6,414-97.1% | $5,619-96.7% | $11,407-98.4% |