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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 | $52,832 | $102,382-48.4% | $147,005-64.1% | $80,874-34.7% |
| Participation rate | 39.2% | 75.8%-36.6pp | 82.2%-42.9pp | 67.6%-28.4pp |
| Annual return | 15.79% | 134.89%-119.1pp | 418.76%-403.0pp | 35.62%-19.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,766 | $6,646-43.3% | $8,070-53.3% | $4,297-12.4% |
| Admin fee / account holder | $39 | $7,942-99.5% | $13,006-99.7% | $6,935-99.4% |