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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 | $54,695 | $96,524-43.3% | $75,900-27.9% | $152,909-64.2% |
| Participation rate | 69.2% | 76.2%-7.0pp | 69.3%-0.1pp | 82.5%-13.2pp |
| Annual return | 19.40% | 33.93%-14.5pp | 30.73%-11.3pp | 345.46%-326.1pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,921 | $4,554-57.8% | $3,604-46.7% | $5,851-67.2% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |