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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 | $19,372 | $51,606-62.5% | $129,339-85.0% | $80,911-76.1% |
| Participation rate | 40.0% | 57.0%-17.0pp | 69.6%-29.6pp | 67.6%-27.6pp |
| Annual return | 15.73% | 20.76%-5.0pp | 9437.05%-9421.3pp | 35.63%-19.9pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,130 | $2,669+54.8% | $4,170-1.0% | $4,297-3.9% |
| Admin fee / account holder | $218 | $4,310-94.9% | $7,668-97.2% | $6,935-96.9% |