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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 | $52,310 | $109,872-52.4% | $98,483-46.9% | $167,536-68.8% |
| Participation rate | 58.3% | 75.8%-17.5pp | 73.3%-15.0pp | 82.1%-23.8pp |
| Annual return | 23.27% | 1959.31%-1936.0pp | 1494.38%-1471.1pp | 478.82%-455.5pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,342 | $4,673+14.3% | $4,276+24.9% | $6,342-15.8% |
| Admin fee / account holder | $267 | $6,757-96.1% | $5,953-95.5% | $12,315-97.8% |