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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 | $49,609 | $85,171-41.8% | $172,753-71.3% | $72,976-32.0% |
| Participation rate | 31.0% | 70.1%-39.1pp | 82.6%-51.7pp | 69.5%-38.5pp |
| Annual return | 22.67% | 27.32%-4.7pp | 803.00%-780.3pp | 81.02%-58.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,330 | $3,260-59.2% | $5,198-74.4% | $3,608-63.1% |
| Admin fee / account holder | $216 | $5,880-96.3% | $13,956-98.5% | $5,124-95.8% |