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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 | $33,784 | $96,678-65.1% | $86,640-61.0% | $139,466-75.8% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 28.87% | 106.69%-77.8pp | 592.52%-563.6pp | 373.66%-344.8pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,733 | $4,837-43.5% | $4,438-38.4% | $6,712-59.3% |
| Admin fee / account holder | $169 | $6,410-97.4% | $5,616-97.0% | $11,409-98.5% |