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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 | $80,252 | $109,905-27.0% | $98,506-18.5% | $167,553-52.1% |
| Participation rate | 58.8% | 75.8%-17.0pp | 73.3%-14.5pp | 82.1%-23.3pp |
| Annual return | 18.42% | 1960.20%-1941.8pp | 1494.92%-1476.5pp | 478.89%-460.5pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,833 | $4,674+46.2% | $4,277+59.8% | $6,343+7.7% |
| Admin fee / account holder | $186 | $6,760-97.3% | $5,955-96.9% | $12,316-98.5% |