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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 | $18,871 | $63,768-70.4% | $98,477-80.8% | $79,393-76.2% |
| Participation rate | 68.1% | 69.9%-1.8pp | 73.3%-5.2pp | 70.7%-2.6pp |
| Annual return | 87.15% | 626.18%-539.0pp | 1493.59%-1406.4pp | 116.87%-29.7pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,777 | $3,305+44.5% | $4,276+11.7% | $4,046+18.1% |
| Admin fee / account holder | $180 | $516-65.2% | $5,951-97.0% | $627-71.3% |