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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 | $22,319 | $57,305-61.1% | $86,640-74.2% | $75,173-70.3% |
| Participation rate | 43.9% | 63.2%-19.3pp | 71.7%-27.8pp | 67.2%-23.3pp |
| Annual return | 14.72% | 2674.24%-2659.5pp | 592.52%-577.8pp | 160.72%-146.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,159 | $3,320-4.8% | $4,438-28.8% | $4,126-23.4% |
| Admin fee / account holder | $66 | $4,116-98.4% | $5,616-98.8% | $5,651-98.8% |