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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 | $39,061 | $98,776-60.5% | $149,745-73.9% | $79,856-51.1% |
| Participation rate | 54.1% | 75.8%-21.7pp | 82.5%-28.4pp | 69.6%-15.6pp |
| Annual return | 21.07% | 27.38%-6.3pp | 276.72%-255.7pp | 31.71%-10.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,495 | $5,681-38.5% | $6,843-48.9% | $3,741-6.6% |
| Admin fee / account holder | $3 | $6,053-100.0% | $9,312-100.0% | $5,306-99.9% |