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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 | $28,416 | $115,796-75.5% | $101,264-71.9% | $158,950-82.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 36.17% | 56.15%-20.0pp | 46.48%-10.3pp | 302.91%-266.7pp |
| Employer contribution / active EE | $452 | $4,175-89.2% | $3,660-87.7% | $4,762-90.5% |
| Participant deferral / active EE | $3,796 | $4,958-23.4% | $4,370-13.1% | $5,983-36.5% |
| Admin fee / account holder | $2 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |