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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 | $59,222 | $101,499-41.7% | $147,005-59.7% | $74,546-20.6% |
| Participation rate | 47.5% | 75.5%-28.0pp | 82.2%-34.6pp | 67.2%-19.7pp |
| Annual return | 24.96% | 8732.34%-8707.4pp | 418.76%-393.8pp | 1366.03%-1341.1pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,668 | $7,304-36.1% | $8,070-42.2% | $4,347+7.4% |
| Admin fee / account holder | $8 | $1,748-99.5% | $13,006-99.9% | $1,944-99.6% |