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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 | $57,396 | $157,296-63.5% | $141,191-59.3% | $152,897-62.5% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 19.75% | 64.34%-44.6pp | 71.41%-51.7pp | 345.43%-325.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,343 | $7,111-53.0% | $6,710-50.2% | $5,851-42.9% |
| Admin fee / account holder | $287 | $12,125-97.6% | $10,264-97.2% | $11,599-97.5% |