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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 | $31,475 | $60,119-47.6% | $90,430-65.2% | $79,858-60.6% |
| Participation rate | 20.0% | 65.0%-45.0pp | 72.7%-52.7pp | 69.6%-49.6pp |
| Annual return | 15.42% | 71.94%-56.5pp | 1293.73%-1278.3pp | 31.72%-16.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,798 | $2,938-38.8% | $3,963-54.6% | $3,740-51.9% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,613-100.0% | $5,306-100.0% |