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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 | $55,209 | $60,128-8.2% | $90,440-39.0% | $79,852-30.9% |
| Participation rate | 20.0% | 65.0%-45.0pp | 72.7%-52.7pp | 69.6%-49.6pp |
| Annual return | 20.44% | 71.95%-51.5pp | 1294.38%-1273.9pp | 31.72%-11.3pp |
| Employer contribution / active EE | $98 | $2,068-95.3% | $3,263-97.0% | $2,471-96.0% |
| Participant deferral / active EE | $1,595 | $2,939-45.7% | $3,964-59.8% | $3,740-57.4% |
| Admin fee / account holder | $6 | $3,977-99.8% | $5,615-99.9% | $5,306-99.9% |