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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 | $40,953 | $107,941-62.1% | $91,994-55.5% | $152,897-73.2% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 23.02% | 89.28%-66.3pp | 69.04%-46.0pp | 345.43%-322.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,182 | $6,366-65.7% | $5,924-63.2% | $5,851-62.7% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |