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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 | $29,392 | $72,071-59.2% | $68,368-57.0% | $137,256-78.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 19.07% | 353.14%-334.1pp | 292.57%-273.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,037 | $4,410-8.5% | $4,123-2.1% | $6,407-37.0% |
| Admin fee / account holder | $285 | $5,336-94.7% | $5,150-94.5% | $12,270-97.7% |