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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 | $16,743 | $100,147-83.3% | $81,286-79.4% | $145,877-88.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 16.05% | 34.44%-18.4pp | 24.80%-8.7pp | 551.28%-535.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,856 | $4,607+113.9% | $3,883+153.8% | $6,691+47.3% |
| Admin fee / account holder | $129 | $8,201-98.4% | $5,764-97.8% | $13,402-99.0% |