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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 | $73,493 | $68,097+7.9% | $62,929+16.8% | $137,256-46.5% |
| Participation rate | 40.9% | 77.4%-36.5pp | 73.1%-32.2pp | 80.0%-39.1pp |
| Annual return | 14.44% | 1859.11%-1844.7pp | 1063.93%-1049.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,132 | $4,553-9.2% | $3,888+6.3% | $6,407-35.5% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |