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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 | $40,775 | $44,103-7.5% | $75,826-46.2% | $64,173-36.5% |
| Participation rate | 58.7% | 62.7%-4.0pp | 68.2%-9.5pp | 69.6%-10.8pp |
| Annual return | 15.21% | -4.72%+19.9pp | 1914.15%-1898.9pp | 7.63%+7.6pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,551 | $2,204-29.6% | $2,862-45.8% | $3,470-55.3% |
| Admin fee / account holder | $198 | $3,506-94.4% | $4,726-95.8% | $4,887-96.0% |