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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 | $45,229 | $124,187-63.6% | $108,410-58.3% | $167,518-73.0% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 10.66% | 1379.80%-1369.1pp | 905.34%-894.7pp | 478.71%-468.0pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,166 | $6,908-54.2% | $6,562-51.8% | $6,342-50.1% |
| Admin fee / account holder | $182 | $9,456-98.1% | $7,296-97.5% | $12,312-98.5% |