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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 | $51,269 | $53,128-3.5% | $86,582-40.8% | $70,126-26.9% |
| Participation rate | 28.9% | 65.3%-36.4pp | 73.5%-44.6pp | 69.5%-40.6pp |
| Annual return | 17.94% | 27.66%-9.7pp | 965.08%-947.1pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $818 | $2,695-69.7% | $3,609-77.3% | $3,332-75.5% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |