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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 | $58,632 | $80,812-27.4% | $160,784-63.5% | $82,448-28.9% |
| Participation rate | 54.0% | 66.2%-12.2pp | 77.0%-23.0pp | 68.1%-14.1pp |
| Annual return | 14.60% | 100.59%-86.0pp | 1803.92%-1789.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,464 | $4,335-20.1% | $6,293-44.9% | $4,139-16.3% |
| Admin fee / account holder | $221 | $7,695-97.1% | $9,717-97.7% | $7,234-96.9% |