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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 | $70,121+4.8% | $63,803+15.2% | $138,895-47.1% |
| Participation rate | 40.9% | 77.2%-36.3pp | 72.7%-31.8pp | 79.9%-39.0pp |
| Annual return | 14.44% | 946.48%-932.0pp | 543.72%-529.3pp | 145.39%-131.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,132 | $4,535-8.9% | $3,843+7.5% | $6,396-35.4% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |