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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 | $39,265 | $48,284-18.7% | $67,524-41.8% | $80,911-51.5% |
| Participation rate | 57.7% | 66.4%-8.7pp | 72.9%-15.2pp | 67.6%-10.0pp |
| Annual return | 15.64% | 18.27%-2.6pp | 3519.41%-3503.8pp | 35.63%-20.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,000 | $2,927+2.5% | $4,001-25.0% | $4,297-30.2% |
| Admin fee / account holder | $3 | $3,688-99.9% | $4,001-99.9% | $6,935-100.0% |