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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 | $55,460 | $60,504-8.3% | $81,882-32.3% | $74,478-25.5% |
| Participation rate | 47.1% | 62.9%-15.8pp | 72.4%-25.3pp | 67.2%-20.1pp |
| Annual return | 42.56% | 16.91%+25.7pp | 779.47%-736.9pp | 1370.56%-1328.0pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,298 | $3,400-3.0% | $4,323-23.7% | $4,350-24.2% |
| Admin fee / account holder | $0 | $1,492-100.0% | $7,360-100.0% | $1,946-100.0% |