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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 | $39,335 | $102,422-61.6% | $147,117-73.3% | $80,959-51.4% |
| Participation rate | 41.9% | 75.9%-33.9pp | 82.2%-40.2pp | 67.7%-25.7pp |
| Annual return | 15.63% | 135.16%-119.5pp | 420.54%-404.9pp | 35.67%-20.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,427 | $6,652-18.4% | $8,065-32.7% | $4,300+26.2% |
| Admin fee / account holder | $140 | $7,953-98.2% | $12,993-98.9% | $6,925-98.0% |