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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 | $64,592 | $102,393-36.9% | $147,041-56.1% | $80,911-20.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 14.07% | 134.95%-120.9pp | 419.21%-405.1pp | 35.63%-21.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,900 | $6,647+18.9% | $8,071-2.1% | $4,297+83.8% |
| Admin fee / account holder | $261 | $7,943-96.7% | $13,006-98.0% | $6,935-96.2% |