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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 | $28,433 | $104,924-72.9% | $84,623-66.4% | $152,885-81.4% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 21.23% | 373.82%-352.6pp | 258.77%-237.5pp | 345.39%-324.2pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,768 | $4,689-62.3% | $3,899-54.7% | $5,851-69.8% |
| Admin fee / account holder | $9 | $6,242-99.9% | $4,913-99.8% | $11,598-99.9% |