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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 | $30,998 | $96,643-67.9% | $86,617-64.2% | $139,456-77.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 27.44% | 106.57%-79.1pp | 591.91%-564.5pp | 373.45%-346.0pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,541 | $4,835+76.7% | $4,437+92.5% | $6,711+27.3% |
| Admin fee / account holder | $119 | $6,406-98.1% | $5,613-97.9% | $11,407-99.0% |