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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 | $62,987 | $93,345-32.5% | $119,126-47.1% | $87,485-28.0% |
| Participation rate | 28.0% | 68.7%-40.7pp | 75.8%-47.8pp | 68.9%-40.9pp |
| Annual return | 18.18% | 19.08%-0.9pp | 282.11%-263.9pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,147 | $4,099-47.6% | $5,318-59.6% | $4,274-49.8% |
| Admin fee / account holder | $36 | $8,039-99.6% | $10,693-99.7% | $7,775-99.5% |