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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 | $59,836 | $85,169-29.7% | $172,755-65.4% | $72,983-18.0% |
| Participation rate | 21.1% | 70.1%-49.0pp | 82.6%-61.6pp | 69.5%-48.4pp |
| Annual return | 18.66% | 27.32%-8.7pp | 802.94%-784.3pp | 81.01%-62.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,343 | $3,260-58.8% | $5,198-74.2% | $3,608-62.8% |
| Admin fee / account holder | $45 | $5,880-99.2% | $13,955-99.7% | $5,124-99.1% |