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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 | $44,796 | $91,037-50.8% | $71,671-37.5% | $147,586-69.6% |
| Participation rate | 45.0% | 76.1%-31.1pp | 68.7%-23.7pp | 82.8%-37.8pp |
| Annual return | 19.36% | 20.48%-1.1pp | 20.65%-1.3pp | 578.59%-559.2pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,468 | $4,498-22.9% | $3,438+0.9% | $5,439-36.2% |
| Admin fee / account holder | $61 | $8,613-99.3% | $5,558-98.9% | $10,886-99.4% |