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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 | $42,145 | $57,305-26.5% | $86,640-51.4% | $75,173-43.9% |
| Participation rate | 44.0% | 63.2%-19.2pp | 71.7%-27.7pp | 67.2%-23.2pp |
| Annual return | 19.04% | 2674.24%-2655.2pp | 592.52%-573.5pp | 160.72%-141.7pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,932 | $3,320+18.4% | $4,438-11.4% | $4,126-4.7% |
| Admin fee / account holder | $8 | $4,116-99.8% | $5,616-99.9% | $5,651-99.9% |