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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 | $59,746 | $85,766-30.3% | $136,297-56.2% | $70,124-14.8% |
| Participation rate | 40.7% | 74.2%-33.4pp | 81.9%-41.2pp | 69.5%-28.8pp |
| Annual return | 17.63% | 31.45%-13.8pp | 5156.19%-5138.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,739 | $5,051-6.2% | $6,247-24.1% | $3,332+42.2% |
| Admin fee / account holder | $21 | $5,420-99.6% | $9,244-99.8% | $4,645-99.5% |