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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 | $64,084 | $100,073-36.0% | $85,126-24.7% | $145,877-56.1% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 16.19% | 84.11%-67.9pp | 66.63%-50.4pp | 551.28%-535.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,939 | $5,294-63.4% | $4,523-57.1% | $6,691-71.0% |
| Admin fee / account holder | $17 | $7,261-99.8% | $6,160-99.7% | $13,402-99.9% |