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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 | $82,316 | $73,546+11.9% | $63,018+30.6% | $147,586-44.2% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 13.64% | 175.56%-161.9pp | 87.62%-74.0pp | 578.59%-565.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,706 | $4,185+108.0% | $3,330+161.5% | $5,439+60.1% |
| Admin fee / account holder | $9 | $5,956-99.9% | $3,601-99.8% | $10,886-99.9% |