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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 | $57,441 | $85,766-33.0% | $136,298-57.9% | $70,126-18.1% |
| Participation rate | 63.0% | 74.2%-11.2pp | 81.9%-19.0pp | 69.5%-6.6pp |
| Annual return | 22.07% | 31.46%-9.4pp | 5156.27%-5134.2pp | 73.15%-51.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,097 | $5,051-18.9% | $6,247-34.4% | $3,332+23.0% |
| Admin fee / account holder | $124 | $5,421-97.7% | $9,244-98.7% | $4,645-97.3% |