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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 | $56,148 | $114,093-50.8% | $96,171-41.6% | $167,536-66.5% |
| Participation rate | 22.2% | 75.1%-52.8pp | 68.4%-46.2pp | 82.1%-59.9pp |
| Annual return | 13.48% | 190.00%-176.5pp | 192.04%-178.6pp | 478.82%-465.3pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,633 | $5,197-68.6% | $4,350-62.5% | $6,342-74.3% |
| Admin fee / account holder | $299 | $6,899-95.7% | $5,538-94.6% | $12,315-97.6% |