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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 | $31,937 | $99,079-67.8% | $78,002-59.1% | $273,972-88.3% |
| Participation rate | 53.3% | 78.6%-25.2pp | 75.5%-22.2pp | 83.0%-29.7pp |
| Annual return | 10.02% | 217.93%-207.9pp | 425.99%-416.0pp | 41.46%-31.4pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,992 | $4,306-53.7% | $3,497-43.0% | $5,287-62.3% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |