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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 | $62,303 | $100,262-37.9% | $81,370-23.4% | $145,897-57.3% |
| Participation rate | 57.1% | 74.3%-17.1pp | 69.5%-12.4pp | 80.3%-23.2pp |
| Annual return | 24.22% | 34.52%-10.3pp | 24.85%-0.6pp | 552.29%-528.1pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,558 | $4,612-1.2% | $3,885+17.3% | $6,689-31.9% |
| Admin fee / account holder | $30 | $8,163-99.6% | $5,749-99.5% | $13,390-99.8% |