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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 | $54,714 | $114,013-52.0% | $103,693-47.2% | $155,188-64.7% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.6%-26.5pp | 80.8%-34.6pp |
| Annual return | 42.95% | 49.31%-6.4pp | 47.61%-4.7pp | 148.84%-105.9pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,755 | $4,970-44.6% | $4,579-39.8% | $6,531-57.8% |
| Admin fee / account holder | $239 | $8,407-97.2% | $7,858-97.0% | $14,480-98.4% |