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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 | $62,605 | $96,361-35.0% | $80,607-22.3% | $139,456-55.1% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 30.94% | 1350.95%-1320.0pp | 936.11%-905.2pp | 373.45%-342.5pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $19,500 | $5,232+272.7% | $4,448+338.4% | $6,711+190.6% |
| Admin fee / account holder | $274 | $6,601-95.8% | $5,379-94.9% | $11,407-97.6% |