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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 | $150,354 | $185,225-18.8% | $142,898+5.2% | $167,536-10.3% |
| Participation rate | 20.0% | 78.5%-58.5pp | 72.0%-52.0pp | 82.1%-62.1pp |
| Annual return | 13.97% | 8558.12%-8544.1pp | 5639.64%-5625.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $954 | $4,496-78.8% | $3,838-75.2% | $6,342-85.0% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |