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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 | $31,063 | $124,346-75.0% | $111,308-72.1% | $167,536-81.5% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 20.09% | 37.45%-17.4pp | 54.67%-34.6pp | 478.82%-458.7pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,439 | $5,182+5.0% | $4,487+21.2% | $6,342-14.2% |
| Admin fee / account holder | $7 | $10,621-99.9% | $7,965-99.9% | $12,315-99.9% |