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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 | $42,999 | $162,529-73.5% | $130,788-67.1% | $154,746-72.2% |
| Participation rate | 54.2% | 75.9%-21.7pp | 70.1%-15.9pp | 80.7%-26.5pp |
| Annual return | 18.69% | 510.48%-491.8pp | 386.44%-367.7pp | 172.34%-153.6pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,289 | $4,808-73.2% | $4,137-68.8% | $6,730-80.8% |
| Admin fee / account holder | $55 | $7,669-99.3% | $6,673-99.2% | $14,365-99.6% |