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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 | $33,977 | $118,708-71.4% | $98,920-65.7% | $158,966-78.6% |
| Participation rate | 61.9% | 77.8%-15.9pp | 76.0%-14.1pp | 82.0%-20.1pp |
| Annual return | 17.30% | 372.49%-355.2pp | 196.47%-179.2pp | 302.95%-285.6pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,602 | $5,089-68.5% | $4,245-62.3% | $5,983-73.2% |
| Admin fee / account holder | $3 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |