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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 | $68,653 | $116,203-40.9% | $93,621-26.7% | $152,909-55.1% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.8%-32.1pp | 82.5%-38.7pp |
| Annual return | 24.51% | 35.96%-11.5pp | 32.76%-8.3pp | 345.46%-321.0pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,628 | $4,605-42.9% | $4,070-35.4% | $5,851-55.1% |
| Admin fee / account holder | $64 | $10,751-99.4% | $7,890-99.2% | $11,601-99.5% |