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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 | $38,647 | $152,612-74.7% | $125,192-69.1% | $152,897-74.7% |
| Participation rate | 52.9% | 83.3%-30.4pp | 79.8%-26.8pp | 82.5%-29.5pp |
| Annual return | 13.13% | 54.85%-41.7pp | 43.79%-30.7pp | 345.43%-332.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,298 | $5,868-43.8% | $4,937-33.2% | $5,851-43.6% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |