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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 | $72,268 | $104,116-30.6% | $71,089+1.7% | $135,380-46.6% |
| Participation rate | 38.9% | 65.7%-26.8pp | 54.6%-15.8pp | 82.6%-43.8pp |
| Annual return | 3.69% | 1256.51%-1252.8pp | 650.65%-647.0pp | 519.81%-516.1pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $438 | $2,524-82.6% | $1,873-76.6% | $5,609-92.2% |
| Admin fee / account holder | $14 | $4,142-99.7% | $3,082-99.6% | $10,828-99.9% |