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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 | $31,283 | $166,268-81.2% | $165,100-81.1% | $145,897-78.6% |
| Participation rate | 47.8% | 82.0%-34.2pp | 78.6%-30.8pp | 80.3%-32.5pp |
| Annual return | 14.53% | 100.52%-86.0pp | 70.21%-55.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,137 | $6,964-69.3% | $6,035-64.6% | $6,689-68.1% |
| Admin fee / account holder | $154 | $16,659-99.1% | $12,696-98.8% | $13,390-98.9% |