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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 | $49,336 | $75,935-35.0% | $60,547-18.5% | $125,388-60.7% |
| Participation rate | 33.3% | 76.5%-43.2pp | 68.0%-34.6pp | 83.2%-49.9pp |
| Annual return | -1.35% | -5.38%+4.0pp | 335.64%-337.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,827 | $4,506-59.5% | $3,328-45.1% | $5,352-65.9% |
| Admin fee / account holder | $171 | $6,768-97.5% | $4,536-96.2% | $9,541-98.2% |