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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 | $32,139 | $83,337-61.4% | $67,834-52.6% | $273,972-88.3% |
| Participation rate | 60.0% | 76.4%-16.4pp | 68.8%-8.8pp | 83.0%-23.0pp |
| Annual return | 4.46% | 259.45%-255.0pp | 138.47%-134.0pp | 41.46%-37.0pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,835 | $4,088-55.1% | $3,160-41.9% | $5,287-65.3% |
| Admin fee / account holder | $32 | $6,752-99.5% | $4,622-99.3% | $10,133-99.7% |