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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 | $107,846 | $96,678+11.6% | $86,640+24.5% | $139,466-22.7% |
| Participation rate | 42.9% | 74.4%-31.6pp | 71.7%-28.9pp | 80.3%-37.5pp |
| Annual return | 17.25% | 106.69%-89.4pp | 592.52%-575.3pp | 373.66%-356.4pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,052 | $4,837+4.5% | $4,438+13.8% | $6,712-24.7% |
| Admin fee / account holder | $241 | $6,410-96.2% | $5,616-95.7% | $11,409-97.9% |