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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 | $23,824 | $60,139-60.4% | $90,461-73.7% | $79,856-70.2% |
| Participation rate | 48.9% | 65.0%-16.1pp | 72.7%-23.8pp | 69.6%-20.8pp |
| Annual return | 19.56% | 71.96%-52.4pp | 1294.76%-1275.2pp | 31.71%-12.1pp |
| Employer contribution / active EE | $170 | $2,069-91.8% | $3,264-94.8% | $2,471-93.1% |
| Participant deferral / active EE | $1,558 | $2,939-47.0% | $3,964-60.7% | $3,741-58.4% |
| Admin fee / account holder | $199 | $3,978-95.0% | $5,617-96.5% | $5,306-96.3% |