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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 | $17,353 | $57,312-69.7% | $86,617-80.0% | $75,181-76.9% |
| Participation rate | 36.4% | 63.2%-26.8pp | 71.7%-35.3pp | 67.2%-30.8pp |
| Annual return | 24.67% | 2672.78%-2648.1pp | 591.91%-567.2pp | 160.69%-136.0pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,743 | $3,319-17.4% | $4,437-38.2% | $4,126-33.5% |
| Admin fee / account holder | $127 | $4,114-96.9% | $5,613-97.7% | $5,650-97.8% |