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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 | $41,888 | $58,275-28.1% | $81,844-48.8% | $80,935-48.2% |
| Participation rate | 34.4% | 63.5%-29.1pp | 72.4%-38.0pp | 67.7%-33.3pp |
| Annual return | 13.21% | 41.82%-28.6pp | 778.87%-765.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,492 | $3,285-24.1% | $4,323-42.4% | $4,299-42.0% |
| Admin fee / account holder | $0 | $4,749-100.0% | $7,355-100.0% | $6,924-100.0% |