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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 | $72,118 | $108,882-33.8% | $96,754-25.5% | $154,746-53.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 13.67% | 98.39%-84.7pp | 82.04%-68.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,673 | $5,323+6.6% | $4,758+19.2% | $6,730-15.7% |
| Admin fee / account holder | $223 | $10,200-97.8% | $8,905-97.5% | $14,365-98.4% |