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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 | $67,881 | $98,760-31.3% | $149,715-54.7% | $79,858-15.0% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 13.73% | 27.43%-13.7pp | 276.66%-262.9pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,950 | $5,681-12.9% | $6,842-27.7% | $3,740+32.4% |
| Admin fee / account holder | $271 | $6,053-95.5% | $9,310-97.1% | $5,306-94.9% |