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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 | $17,211 | $60,139-71.4% | $90,461-81.0% | $79,856-78.4% |
| Participation rate | 50.8% | 65.0%-14.1pp | 72.7%-21.8pp | 69.6%-18.8pp |
| Annual return | 14.18% | 71.96%-57.8pp | 1294.76%-1280.6pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,975 | $2,939-32.8% | $3,964-50.2% | $3,741-47.2% |
| Admin fee / account holder | $213 | $3,978-94.6% | $5,617-96.2% | $5,306-96.0% |