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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 | $21,583 | $96,361-77.6% | $80,607-73.2% | $139,456-84.5% |
| Participation rate | 54.5% | 73.6%-19.1pp | 67.0%-12.5pp | 80.3%-25.8pp |
| Annual return | 22.04% | 1350.95%-1328.9pp | 936.11%-914.1pp | 373.45%-351.4pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,110 | $5,232-40.6% | $4,448-30.1% | $6,711-53.7% |
| Admin fee / account holder | $272 | $6,601-95.9% | $5,379-94.9% | $11,407-97.6% |