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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 | $20,811 | $73,518-71.7% | $63,003-67.0% | $147,585-85.9% |
| Participation rate | 52.9% | 77.9%-24.9pp | 74.8%-21.9pp | 82.8%-29.9pp |
| Annual return | 16.76% | 175.46%-158.7pp | 87.59%-70.8pp | 578.57%-561.8pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,376 | $4,183-43.2% | $3,329-28.6% | $5,439-56.3% |
| Admin fee / account holder | $41 | $5,952-99.3% | $3,600-98.9% | $10,885-99.6% |