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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 | $23,767 | $63,768-62.7% | $98,483-75.9% | $79,391-70.1% |
| Participation rate | 36.0% | 69.9%-33.9pp | 73.3%-37.3pp | 70.7%-34.7pp |
| Annual return | 35.23% | 626.18%-590.9pp | 1494.38%-1459.1pp | 116.88%-81.7pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,785 | $3,305+44.8% | $4,276+11.9% | $4,046+18.3% |
| Admin fee / account holder | $214 | $516-58.6% | $5,953-96.4% | $627-65.9% |