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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 | $42,901 | $56,197-23.7% | $67,652-36.6% | $59,633-28.1% |
| Participation rate | 43.6% | 71.5%-27.9pp | 75.7%-32.1pp | 68.7%-25.1pp |
| Annual return | 0.05% | 18508.10%-18508.1pp | 6625.40%-6625.3pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,056 | $2,844-27.7% | $3,560-42.2% | $3,192-35.6% |
| Admin fee / account holder | $214 | $3,958-94.6% | $4,821-95.6% | $4,297-95.0% |