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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 | $62,623 | $85,766-27.0% | $136,298-54.1% | $70,126-10.7% |
| Participation rate | 35.0% | 74.2%-39.2pp | 81.9%-46.9pp | 69.5%-34.5pp |
| Annual return | 19.58% | 31.46%-11.9pp | 5156.27%-5136.7pp | 73.15%-53.6pp |
| Employer contribution / active EE | $365 | $2,966-87.7% | $4,696-92.2% | $2,343-84.4% |
| Participant deferral / active EE | $4,019 | $5,051-20.4% | $6,247-35.7% | $3,332+20.6% |
| Admin fee / account holder | $67 | $5,421-98.8% | $9,244-99.3% | $4,645-98.6% |