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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 | $53,803 | $51,638+4.2% | $68,368-21.3% | $82,448-34.7% |
| Participation rate | 11.4% | 63.6%-52.2pp | 73.8%-62.4pp | 68.1%-56.7pp |
| Annual return | 16.07% | 37.53%-21.5pp | 292.57%-276.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $578 | $2,914-80.1% | $4,123-86.0% | $4,139-86.0% |
| Admin fee / account holder | $24 | $4,643-99.5% | $5,150-99.5% | $7,234-99.7% |