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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 | $33,625 | $102,595-67.2% | $94,057-64.3% | $154,746-78.3% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 15.21% | 583.42%-568.2pp | 480.62%-465.4pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,971 | $5,118-61.5% | $4,709-58.1% | $6,730-70.7% |
| Admin fee / account holder | $160 | $7,736-97.9% | $7,244-97.8% | $14,365-98.9% |