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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 | $25,906 | $107,353-75.9% | $92,903-72.1% | $152,885-83.1% |
| Participation rate | 23.5% | 79.8%-56.3pp | 76.0%-52.5pp | 82.5%-58.9pp |
| Annual return | 35.91% | 145.62%-109.7pp | 109.43%-73.5pp | 345.39%-309.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,664 | $4,848-45.0% | $4,238-37.1% | $5,851-54.5% |
| Admin fee / account holder | $92 | $7,081-98.7% | $5,795-98.4% | $11,598-99.2% |