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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 | $35,659 | $60,139-40.7% | $90,461-60.6% | $79,856-55.3% |
| Participation rate | 59.3% | 65.0%-5.7pp | 72.7%-13.4pp | 69.6%-10.4pp |
| Annual return | 39.85% | 71.96%-32.1pp | 1294.76%-1254.9pp | 31.71%+8.1pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,994 | $2,939+104.0% | $3,964+51.2% | $3,741+60.2% |
| Admin fee / account holder | $211 | $3,978-94.7% | $5,617-96.2% | $5,306-96.0% |