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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 | $41,081 | $102,422-59.9% | $147,117-72.1% | $80,959-49.3% |
| Participation rate | 35.3% | 75.9%-40.6pp | 82.2%-46.9pp | 67.7%-32.4pp |
| Annual return | 14.68% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,594 | $6,652-46.0% | $8,065-55.4% | $4,300-16.4% |
| Admin fee / account holder | $115 | $7,953-98.6% | $12,993-99.1% | $6,925-98.3% |