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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 | $43,379 | $70,366-38.4% | $66,674-34.9% | $138,895-68.8% |
| Participation rate | 52.6% | 76.2%-23.5pp | 73.7%-21.0pp | 79.9%-27.3pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,025 | $4,374-53.7% | $4,084-50.4% | $6,396-68.3% |
| Admin fee / account holder | $203 | $5,262-96.1% | $5,098-96.0% | $12,562-98.4% |