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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 | $35,596 | $77,419-54.0% | $69,461-48.8% | $152,885-76.7% |
| Participation rate | 53.3% | 78.1%-24.8pp | 74.6%-21.3pp | 82.5%-29.1pp |
| Annual return | 26.10% | 39.07%-13.0pp | 28.97%-2.9pp | 345.39%-319.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,655 | $4,414-17.2% | $3,536+3.4% | $5,851-37.5% |
| Admin fee / account holder | $32 | $6,207-99.5% | $3,840-99.2% | $11,598-99.7% |