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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 | $40,502 | $51,606-21.5% | $129,339-68.7% | $80,911-49.9% |
| Participation rate | 25.6% | 57.0%-31.4pp | 69.6%-44.1pp | 67.6%-42.1pp |
| Annual return | 14.65% | 20.76%-6.1pp | 9437.05%-9422.4pp | 35.63%-21.0pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,350 | $2,669-49.4% | $4,170-67.6% | $4,297-68.6% |
| Admin fee / account holder | $86 | $4,310-98.0% | $7,668-98.9% | $6,935-98.8% |