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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 | $26,178 | $60,139-56.5% | $90,461-71.1% | $79,856-67.2% |
| Participation rate | 31.0% | 65.0%-34.0pp | 72.7%-41.7pp | 69.6%-38.6pp |
| Annual return | 18.72% | 71.96%-53.2pp | 1294.76%-1276.0pp | 31.71%-13.0pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,811 | $2,939-38.4% | $3,964-54.3% | $3,741-51.6% |
| Admin fee / account holder | $144 | $3,978-96.4% | $5,617-97.4% | $5,306-97.3% |