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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 | $75,356 | $132,634-43.2% | $115,768-34.9% | $137,256-45.1% |
| Participation rate | 21.7% | 77.9%-56.1pp | 74.4%-52.7pp | 80.0%-58.2pp |
| Annual return | 13.17% | 160.70%-147.5pp | 100.46%-87.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,615 | $5,619-71.3% | $4,917-67.1% | $6,407-74.8% |
| Admin fee / account holder | $4 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |