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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 | $62,433 | $110,307-43.4% | $96,576-35.4% | $139,456-55.2% |
| Participation rate | 55.0% | 78.1%-23.1pp | 76.0%-21.0pp | 80.3%-25.3pp |
| Annual return | 17.27% | 26.40%-9.1pp | 25.87%-8.6pp | 373.45%-356.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,788 | $5,547-67.8% | $4,851-63.1% | $6,711-73.4% |
| Admin fee / account holder | $20 | $11,597-99.8% | $8,253-99.8% | $11,407-99.8% |