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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 | $56,431-62.5% | $130,788-83.8% | $87,485-75.8% |
| Participation rate | 39.5% | 58.9%-19.5pp | 70.1%-30.6pp | 68.9%-29.5pp |
| Annual return | 14.02% | 91.27%-77.3pp | 386.44%-372.4pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $940 | $2,749-65.8% | $4,137-77.3% | $4,274-78.0% |
| Admin fee / account holder | $2 | $4,433-99.9% | $6,673-100.0% | $7,775-100.0% |