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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 | $51,238 | $109,872-53.4% | $98,483-48.0% | $167,536-69.4% |
| Participation rate | 42.1% | 75.8%-33.7pp | 73.3%-31.2pp | 82.1%-40.0pp |
| Annual return | 19.47% | 1959.31%-1939.8pp | 1494.38%-1474.9pp | 478.82%-459.3pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,225 | $4,673-73.8% | $4,276-71.4% | $6,342-80.7% |
| Admin fee / account holder | $35 | $6,757-99.5% | $5,953-99.4% | $12,315-99.7% |