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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 | $160,416 | $102,663+56.3% | $86,216+86.1% | $139,466+15.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 16.14% | 1924.52%-1908.4pp | 1169.42%-1153.3pp | 373.66%-357.5pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,592 | $4,677-66.0% | $3,986-60.1% | $6,712-76.3% |
| Admin fee / account holder | $25 | $8,663-99.7% | $6,853-99.6% | $11,409-99.8% |