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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 | $28,941 | $70,418-58.9% | $96,570-70.0% | $85,847-66.3% |
| Participation rate | 67.6% | 61.8%+5.8pp | 69.8%-2.2pp | 69.3%-1.7pp |
| Annual return | 12.38% | 18.59%-6.2pp | 37.79%-25.4pp | 318.61%-306.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,924 | $2,894-33.5% | $3,849-50.0% | $3,952-51.3% |
| Admin fee / account holder | $240 | $4,995-95.2% | $6,182-96.1% | $6,261-96.2% |