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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 | $172,579 | $100,938+71.0% | $90,461+90.8% | $158,982+8.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 14.54% | 1727.20%-1712.7pp | 1294.76%-1280.2pp | 302.99%-288.5pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,000 | $4,350+37.9% | $3,964+51.3% | $5,983+0.3% |
| Admin fee / account holder | $225 | $6,510-96.5% | $5,617-96.0% | $11,252-98.0% |