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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 | $38,462 | $58,311-34.0% | $81,882-53.0% | $80,959-52.5% |
| Participation rate | 24.3% | 63.5%-39.2pp | 72.4%-48.1pp | 67.7%-43.3pp |
| Annual return | 23.36% | 41.85%-18.5pp | 779.47%-756.1pp | 35.67%-12.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,483 | $3,287-24.5% | $4,323-42.6% | $4,300-42.3% |
| Admin fee / account holder | $5 | $4,752-99.9% | $7,360-99.9% | $6,925-99.9% |