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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 | $67,358 | $70,366-4.3% | $66,674+1.0% | $138,895-51.5% |
| Participation rate | 47.4% | 76.2%-28.8pp | 73.7%-26.3pp | 79.9%-32.6pp |
| Annual return | 20.44% | 386.41%-366.0pp | 321.24%-300.8pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,742 | $4,374+77.0% | $4,084+89.6% | $6,396+21.0% |
| Admin fee / account holder | $185 | $5,262-96.5% | $5,098-96.4% | $12,562-98.5% |