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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 | $37,605 | $98,240-61.7% | $82,313-54.3% | $147,585-74.5% |
| Participation rate | 55.6% | 79.7%-24.2pp | 76.9%-21.3pp | 82.8%-27.3pp |
| Annual return | 14.34% | 30.85%-16.5pp | 25.88%-11.5pp | 578.58%-564.2pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,411 | $4,383-67.8% | $3,706-61.9% | $5,439-74.1% |
| Admin fee / account holder | $170 | $8,563-98.0% | $5,608-97.0% | $10,886-98.4% |