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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 | $46,626 | $105,210-55.7% | $159,487-70.8% | $85,851-45.7% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.8%-22.8pp | 69.3%-9.3pp |
| Annual return | 18.85% | 45.08%-26.2pp | 263.71%-244.9pp | 318.63%-299.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,784 | $5,946-19.5% | $7,354-34.9% | $3,952+21.0% |
| Admin fee / account holder | $7 | $6,934-99.9% | $10,804-99.9% | $6,261-99.9% |