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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 | $24,211 | $129,476-81.3% | $93,515-74.1% | $158,982-84.8% |
| Participation rate | 26.1% | 71.0%-44.9pp | 66.8%-40.7pp | 82.0%-55.9pp |
| Annual return | 16.63% | 118.56%-101.9pp | 78.21%-61.6pp | 302.99%-286.4pp |
| Employer contribution / active EE | $0 | $2,717-100.0% | $2,077-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $508 | $3,916-87.0% | $3,129-83.7% | $5,983-91.5% |
| Admin fee / account holder | $226 | $7,396-96.9% | $5,235-95.7% | $11,252-98.0% |