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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 | $26,512 | $72,071-63.2% | $68,368-61.2% | $137,256-80.7% |
| Participation rate | 38.9% | 76.2%-37.3pp | 73.8%-34.9pp | 80.0%-41.1pp |
| Annual return | 13.86% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,083 | $4,410-75.4% | $4,123-73.7% | $6,407-83.1% |
| Admin fee / account holder | $143 | $5,336-97.3% | $5,150-97.2% | $12,270-98.8% |