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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 | $41,347 | $56,116-26.3% | $135,768-69.5% | $86,983-52.5% |
| Participation rate | 38.5% | 60.1%-21.7pp | 71.1%-32.6pp | 69.5%-31.1pp |
| Annual return | 18.45% | 125.33%-106.9pp | 526.10%-507.6pp | 25.83%-7.4pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,204 | $2,690-18.1% | $3,977-44.6% | $4,194-47.4% |
| Admin fee / account holder | $20 | $4,314-99.5% | $7,048-99.7% | $7,856-99.7% |