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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 | $23,331 | $69,771-66.6% | $67,524-65.4% | $74,400-68.6% |
| Participation rate | 52.3% | 71.4%-19.1pp | 72.9%-20.6pp | 67.2%-15.0pp |
| Annual return | 23.18% | -40.49%+63.7pp | 3519.41%-3496.2pp | 1367.51%-1344.3pp |
| Employer contribution / active EE | $456 | $2,710-83.2% | $2,734-83.3% | $2,624-82.6% |
| Participant deferral / active EE | $1,681 | $3,638-53.8% | $4,001-58.0% | $4,348-61.3% |
| Admin fee / account holder | $232 | $889-73.9% | $4,001-94.2% | $1,944-88.1% |