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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 | $102,595-71.4% | $94,057-68.8% | $154,746-81.0% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 19.07% | 583.42%-564.3pp | 480.62%-461.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,037 | $5,118-21.1% | $4,709-14.3% | $6,730-40.0% |
| Admin fee / account holder | $285 | $7,736-96.3% | $7,244-96.1% | $14,365-98.0% |