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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 | $27,724 | $102,595-73.0% | $94,057-70.5% | $154,746-82.1% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | 178.24% | 583.42%-405.2pp | 480.62%-302.4pp | 172.34%+5.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,456 | $5,118-32.5% | $4,709-26.6% | $6,730-48.7% |
| Admin fee / account holder | $281 | $7,736-96.4% | $7,244-96.1% | $14,365-98.0% |