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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 | $32,123 | $92,743-65.4% | $82,744-61.2% | $134,532-76.1% |
| Participation rate | 42.1% | 75.2%-33.1pp | 72.6%-30.5pp | 81.2%-39.1pp |
| Annual return | 5.13% | 946.63%-941.5pp | 702.22%-697.1pp | 418.27%-413.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,964 | $4,802-17.4% | $4,395-9.8% | $6,401-38.1% |
| Admin fee / account holder | $64 | $5,977-98.9% | $5,325-98.8% | $11,429-99.4% |