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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 | $27,891 | $98,766-71.8% | $149,730-81.4% | $79,852-65.1% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.5%-14.6pp | 69.6%-1.8pp |
| Annual return | 38.63% | 27.43%+11.2pp | 276.70%-238.1pp | 31.72%+6.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,953 | $5,681-30.4% | $6,843-42.2% | $3,740+5.7% |
| Admin fee / account holder | $183 | $6,052-97.0% | $9,310-98.0% | $5,306-96.6% |