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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 | $40,426 | $84,684-52.3% | $73,835-45.2% | $125,388-67.8% |
| Participation rate | 46.2% | 76.8%-30.6pp | 73.4%-27.3pp | 83.2%-37.0pp |
| Annual return | 0.98% | 3123.93%-3123.0pp | 2268.13%-2267.1pp | 282.24%-281.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,446 | $3,993-63.8% | $3,583-59.6% | $5,352-73.0% |
| Admin fee / account holder | $108 | $5,691-98.1% | $4,880-97.8% | $9,541-98.9% |