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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 | $33,721 | $107,941-68.8% | $91,994-63.3% | $152,897-77.9% |
| Participation rate | 28.6% | 81.2%-52.6pp | 78.6%-50.1pp | 82.5%-53.9pp |
| Annual return | 28.13% | 89.28%-61.2pp | 69.04%-40.9pp | 345.43%-317.3pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,526 | $6,366-28.9% | $5,924-23.6% | $5,851-22.7% |
| Admin fee / account holder | $63 | $10,521-99.4% | $7,744-99.2% | $11,599-99.5% |