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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 | $43,862 | $49,199-10.8% | $121,204-63.8% | $75,173-41.7% |
| Participation rate | 22.2% | 55.4%-33.2pp | 69.5%-47.3pp | 67.2%-45.0pp |
| Annual return | 17.34% | 56.04%-38.7pp | 987.18%-969.8pp | 160.72%-143.4pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,148 | $2,630-56.4% | $4,083-71.9% | $4,126-72.2% |
| Admin fee / account holder | $6 | $3,946-99.8% | $5,651-99.9% | $5,651-99.9% |