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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 | $56,012 | $107,421-47.9% | $182,262-69.3% | $94,015-40.4% |
| Participation rate | 27.3% | 77.8%-50.5pp | 84.2%-56.9pp | 70.8%-43.5pp |
| Annual return | 52.14% | 21.32%+30.8pp | 140.60%-88.5pp | 17.84%+34.3pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,523 | $6,558-46.3% | $8,276-57.4% | $4,249-17.1% |
| Admin fee / account holder | $10 | $8,692-99.9% | $16,712-99.9% | $8,951-99.9% |