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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 | $40,304 | $77,817-48.2% | $123,553-67.4% | $64,173-37.2% |
| Participation rate | 63.6% | 74.7%-11.1pp | 82.3%-18.7pp | 69.6%-5.9pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,006 | $5,240+14.6% | $6,426-6.5% | $3,470+73.1% |
| Admin fee / account holder | $233 | $5,519-95.8% | $9,284-97.5% | $4,887-95.2% |