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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 | $19,242 | $154,754-87.6% | $124,206-84.5% | $138,895-86.1% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 21.48% | 709.28%-687.8pp | 515.27%-493.8pp | 145.39%-123.9pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,249 | $4,621+13.6% | $3,968+32.3% | $6,396-17.9% |
| Admin fee / account holder | $20 | $6,690-99.7% | $5,929-99.7% | $12,562-99.8% |