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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 | $40,217 | $103,393-61.1% | $87,103-53.8% | $152,909-73.7% |
| Participation rate | 52.6% | 79.4%-26.7pp | 76.9%-24.2pp | 82.5%-29.8pp |
| Annual return | 27.84% | 28.10%-0.3pp | 28.19%-0.4pp | 345.46%-317.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,182 | $4,778-33.4% | $4,049-21.4% | $5,851-45.6% |
| Admin fee / account holder | $62 | $12,195-99.5% | $7,491-99.2% | $11,601-99.5% |