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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 | $29,573 | $58,714-49.6% | $142,874-79.3% | $85,856-65.6% |
| Participation rate | 68.3% | 58.5%+9.8pp | 72.0%-3.7pp | 69.3%-1.0pp |
| Annual return | 14.64% | 27.73%-13.1pp | 5638.58%-5623.9pp | 318.58%-303.9pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,145-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,524 | $2,608-3.2% | $3,838-34.2% | $3,952-36.1% |
| Admin fee / account holder | $121 | $4,241-97.2% | $6,561-98.2% | $6,261-98.1% |