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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 | $59,390 | $85,766-30.8% | $136,298-56.4% | $70,126-15.3% |
| Participation rate | 27.3% | 74.2%-46.9pp | 81.9%-54.6pp | 69.5%-42.3pp |
| Annual return | 19.18% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-54.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,166 | $5,051-17.5% | $6,247-33.3% | $3,332+25.0% |
| Admin fee / account holder | $207 | $5,421-96.2% | $9,244-97.8% | $4,645-95.5% |