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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 | $45,750 | $54,690-16.3% | $76,030-39.8% | $74,478-38.6% |
| Participation rate | 23.3% | 60.3%-37.0pp | 69.1%-45.7pp | 67.2%-43.9pp |
| Annual return | 13.14% | 31.92%-18.8pp | 361.54%-348.4pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $3 | $1,781-99.8% | $2,688-99.9% | $2,626-99.9% |
| Participant deferral / active EE | $1,718 | $3,070-44.0% | $4,257-59.6% | $4,350-60.5% |
| Admin fee / account holder | $116 | $2,240-94.8% | $6,421-98.2% | $1,946-94.0% |