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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 | $69,116 | $176,688-60.9% | $130,660-47.1% | $152,897-54.8% |
| Participation rate | 27.3% | 79.0%-51.7pp | 71.7%-44.5pp | 82.5%-55.2pp |
| Annual return | 20.81% | 2693.08%-2672.3pp | 1709.29%-1688.5pp | 345.43%-324.6pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,998 | $4,362-54.2% | $3,603-44.6% | $5,851-65.9% |
| Admin fee / account holder | $109 | $7,131-98.5% | $5,463-98.0% | $11,599-99.1% |