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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 | $29,709 | $65,395-54.6% | $182,540-83.7% | $72,975-59.3% |
| Participation rate | 40.0% | 65.4%-25.4pp | 78.0%-38.0pp | 69.5%-29.5pp |
| Annual return | 27.82% | 27.68%+0.1pp | 148.58%-120.8pp | 81.01%-53.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,212 | $3,563-37.9% | $5,525-60.0% | $3,608-38.7% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,593-100.0% | $5,124-100.0% |