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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 | $34,221 | $61,815-44.6% | $97,295-64.8% | $80,959-57.7% |
| Participation rate | 23.7% | 63.5%-39.8pp | 72.7%-49.0pp | 67.7%-44.0pp |
| Annual return | 50.93% | -558.73%+609.7pp | 75.62%-24.7pp | 35.67%+15.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,649 | $3,027+20.6% | $4,264-14.4% | $4,300-15.1% |
| Admin fee / account holder | $40 | $5,166-99.2% | $5,646-99.3% | $6,925-99.4% |