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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 | $28,714 | $53,837-46.7% | $75,714-62.1% | $85,847-66.6% |
| Participation rate | 23.5% | 69.1%-45.5pp | 74.8%-51.3pp | 69.3%-45.8pp |
| Annual return | 26.29% | 24.54%+1.7pp | 104.62%-78.3pp | 318.61%-292.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,275 | $2,895-56.0% | $3,820-66.6% | $3,952-67.7% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |