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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 | $96,332 | $150,346-35.9% | $120,524-20.1% | $145,877-34.0% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 17.33% | 154.40%-137.1pp | 107.36%-90.0pp | 551.28%-534.0pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,140 | $6,172+226.3% | $4,994+303.3% | $6,691+201.0% |
| Admin fee / account holder | $204 | $12,215-98.3% | $9,440-97.8% | $13,402-98.5% |