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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 | $225,878 | $100,911+123.8% | $90,440+149.8% | $158,966+42.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 7.06% | 1726.62%-1719.6pp | 1294.38%-1287.3pp | 302.95%-295.9pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,625 | $4,348+98.3% | $3,964+117.6% | $5,983+44.2% |
| Admin fee / account holder | $8 | $6,507-99.9% | $5,615-99.9% | $11,250-99.9% |