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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 | $75,446 | $76,608-1.5% | $56,077+34.5% | $145,877-48.3% |
| Participation rate | 29.2% | 63.2%-34.1pp | 52.5%-23.3pp | 80.3%-51.1pp |
| Annual return | 7.49% | 3009.59%-3002.1pp | 1709.28%-1701.8pp | 551.28%-543.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,083 | $2,624-20.6% | $1,954+6.6% | $6,691-68.9% |
| Admin fee / account holder | $145 | $3,325-95.6% | $2,825-94.9% | $13,402-98.9% |