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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 | $41,989 | $112,935-62.8% | $90,970-53.8% | $158,966-73.6% |
| Participation rate | 61.1% | 74.7%-13.6pp | 69.0%-7.9pp | 82.0%-20.9pp |
| Annual return | 26.34% | 215.79%-189.4pp | 134.58%-108.2pp | 302.95%-276.6pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,427 | $4,129+104.1% | $3,373+149.8% | $5,983+40.8% |
| Admin fee / account holder | $128 | $8,045-98.4% | $5,960-97.9% | $11,250-98.9% |