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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 | $43,604 | $103,008-57.7% | $90,304-51.7% | $152,897-71.5% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 20.80% | 95.22%-74.4pp | 78.13%-57.3pp | 345.43%-324.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,113 | $4,281-50.6% | $3,885-45.6% | $5,851-63.9% |
| Admin fee / account holder | $64 | $6,175-99.0% | $5,354-98.8% | $11,599-99.5% |