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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 | $81,452 | $58,275+39.8% | $81,844-0.5% | $80,935+0.6% |
| Participation rate | 30.4% | 63.5%-33.1pp | 72.4%-42.0pp | 67.7%-37.3pp |
| Annual return | 21.87% | 41.82%-19.9pp | 778.87%-757.0pp | 35.66%-13.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,492 | $3,285-24.2% | $4,323-42.4% | $4,299-42.0% |
| Admin fee / account holder | $189 | $4,749-96.0% | $7,355-97.4% | $6,924-97.3% |