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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 | $23,658 | $60,119-60.6% | $90,430-73.8% | $79,858-70.4% |
| Participation rate | 29.6% | 65.0%-35.3pp | 72.7%-43.1pp | 69.6%-40.0pp |
| Annual return | 26.02% | 71.94%-45.9pp | 1293.73%-1267.7pp | 31.72%-5.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,355 | $2,938+14.2% | $3,963-15.3% | $3,740-10.3% |
| Admin fee / account holder | $124 | $3,976-96.9% | $5,613-97.8% | $5,306-97.7% |