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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 | $73,854 | $49,976+47.8% | $66,674+10.8% | $82,637-10.6% |
| Participation rate | 32.4% | 63.1%-30.7pp | 73.7%-41.3pp | 68.1%-35.7pp |
| Annual return | 15.07% | 39.09%-24.0pp | 321.24%-306.2pp | 53.51%-38.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $906 | $2,847-68.2% | $4,084-77.8% | $4,126-78.1% |
| Admin fee / account holder | $10 | $4,594-99.8% | $5,098-99.8% | $7,339-99.9% |