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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 | $114,021 | $100,911+13.0% | $90,440+26.1% | $158,966-28.3% |
| Participation rate | 17.6% | 75.0%-57.4pp | 72.7%-55.0pp | 82.0%-64.3pp |
| Annual return | 0.00% | 1726.62%-1726.6pp | 1294.38%-1294.4pp | 302.95%-302.9pp |
| Employer contribution / active EE | $68 | $3,690-98.2% | $3,263-97.9% | $4,762-98.6% |
| Participant deferral / active EE | $929 | $4,348-78.6% | $3,964-76.6% | $5,983-84.5% |
| Admin fee / account holder | $243 | $6,507-96.3% | $5,615-95.7% | $11,250-97.8% |