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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 | $70,259 | $102,663-31.6% | $86,216-18.5% | $139,466-49.6% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 12.78% | 1924.52%-1911.7pp | 1169.42%-1156.6pp | 373.66%-360.9pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,471 | $4,677-47.2% | $3,986-38.0% | $6,712-63.2% |
| Admin fee / account holder | $285 | $8,663-96.7% | $6,853-95.8% | $11,409-97.5% |