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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 | $24,664 | $49,199-49.9% | $121,210-79.7% | $75,177-67.2% |
| Participation rate | 34.5% | 55.4%-20.9pp | 69.5%-35.0pp | 67.2%-32.7pp |
| Annual return | 20.56% | 56.04%-35.5pp | 987.41%-966.9pp | 160.75%-140.2pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,593 | $2,630-39.4% | $4,084-61.0% | $4,126-61.4% |
| Admin fee / account holder | $103 | $3,946-97.4% | $5,647-98.2% | $5,651-98.2% |