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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 | $41,224 | $103,000-60.0% | $90,300-54.3% | $152,885-73.0% |
| Participation rate | 58.3% | 75.9%-17.5pp | 73.3%-14.9pp | 82.5%-24.1pp |
| Annual return | 25.02% | 95.19%-70.2pp | 78.11%-53.1pp | 345.39%-320.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,941 | $4,281-7.9% | $3,884+1.5% | $5,851-32.6% |
| Admin fee / account holder | $63 | $6,173-99.0% | $5,353-98.8% | $11,598-99.5% |