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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 | $69,348 | $76,522-9.4% | $56,033+23.8% | $145,884-52.5% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 14.34% | 3014.28%-2999.9pp | 1711.38%-1697.0pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,129 | $2,624+133.6% | $1,954+213.6% | $6,690-8.4% |
| Admin fee / account holder | $72 | $3,328-97.8% | $2,827-97.5% | $13,392-99.5% |