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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 | $101,598 | $114,073-10.9% | $96,161+5.7% | $167,518-39.4% |
| Participation rate | 20.0% | 75.1%-55.1pp | 68.4%-48.4pp | 82.1%-62.1pp |
| Annual return | 24.44% | 189.95%-165.5pp | 192.01%-167.6pp | 478.71%-454.3pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,855 | $5,195-64.3% | $4,349-57.4% | $6,342-70.8% |
| Admin fee / account holder | $174 | $6,899-97.5% | $5,538-96.9% | $12,312-98.6% |