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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 | $134,692 | $100,203+34.4% | $85,240+58.0% | $145,897-7.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 66.43% | 84.28%-17.9pp | 66.75%-0.3pp | 552.29%-485.9pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,250 | $5,299+187.8% | $4,527+236.9% | $6,689+128.0% |
| Admin fee / account holder | $4 | $7,265-99.9% | $6,165-99.9% | $13,390-100.0% |