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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 | $24,889 | $88,815-72.0% | $81,882-69.6% | $145,897-82.9% |
| Participation rate | 56.3% | 75.1%-18.8pp | 72.4%-16.1pp | 80.3%-24.1pp |
| Annual return | 22.77% | 1033.75%-1011.0pp | 779.47%-756.7pp | 552.29%-529.5pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,400 | $4,647+16.2% | $4,323+24.9% | $6,689-19.3% |
| Admin fee / account holder | $145 | $8,434-98.3% | $7,360-98.0% | $13,390-98.9% |