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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 | $61,263 | $61,787-0.8% | $97,197-37.0% | $80,925-24.3% |
| Participation rate | 50.7% | 63.5%-12.8pp | 72.7%-22.0pp | 67.7%-17.0pp |
| Annual return | 16.04% | -558.16%+574.2pp | 75.47%-59.4pp | 35.65%-19.6pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,108 | $3,027+35.7% | $4,263-3.6% | $4,299-4.4% |
| Admin fee / account holder | $0 | $5,170-100.0% | $5,637-100.0% | $6,940-100.0% |