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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 | $35,851 | $52,353-31.5% | $120,225-70.2% | $82,448-56.5% |
| Participation rate | 27.5% | 58.3%-30.8pp | 69.6%-42.1pp | 68.1%-40.6pp |
| Annual return | 15.56% | 61.85%-46.3pp | 439.23%-423.7pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,108 | $2,627-19.8% | $3,999-47.3% | $4,139-49.1% |
| Admin fee / account holder | $4 | $4,363-99.9% | $5,696-99.9% | $7,234-99.9% |