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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 | $57,257 | $85,171-32.8% | $172,752-66.9% | $72,975-21.5% |
| Participation rate | 11.4% | 70.1%-58.6pp | 82.6%-71.2pp | 69.5%-58.1pp |
| Annual return | 25.86% | 27.32%-1.5pp | 802.97%-777.1pp | 81.01%-55.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $942 | $3,260-71.1% | $5,198-81.9% | $3,608-73.9% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |