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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 | $77,681 | $78,694-1.3% | $67,652+14.8% | $125,389-38.0% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | 3.76% | 9.46%-5.7pp | 6625.40%-6621.6pp | 282.24%-278.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,040 | $4,292-52.5% | $3,560-42.7% | $5,352-61.9% |
| Admin fee / account holder | $200 | $7,403-97.3% | $4,821-95.9% | $9,541-97.9% |