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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 | $21,151 | $52,353-59.6% | $120,225-82.4% | $82,448-74.3% |
| Participation rate | 39.5% | 58.3%-18.8pp | 69.6%-30.1pp | 68.1%-28.6pp |
| Annual return | 14.02% | 61.85%-47.8pp | 439.23%-425.2pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $940 | $2,627-64.2% | $3,999-76.5% | $4,139-77.3% |
| Admin fee / account holder | $2 | $4,363-99.9% | $5,696-100.0% | $7,234-100.0% |