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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 | $23,576 | $96,643-75.6% | $86,617-72.8% | $139,456-83.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 21.79% | 106.57%-84.8pp | 591.91%-570.1pp | 373.45%-351.7pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,059 | $4,835+66.7% | $4,437+81.6% | $6,711+20.1% |
| Admin fee / account holder | $289 | $6,406-95.5% | $5,613-94.9% | $11,407-97.5% |