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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 | $31,788 | $48,314-34.2% | $67,561-52.9% | $80,925-60.7% |
| Participation rate | 17.5% | 66.4%-48.9pp | 72.9%-55.4pp | 67.7%-50.2pp |
| Annual return | 13.67% | 18.28%-4.6pp | 3525.44%-3511.8pp | 35.65%-22.0pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $860 | $2,927-70.6% | $4,003-78.5% | $4,299-80.0% |
| Admin fee / account holder | $145 | $3,690-96.1% | $4,006-96.4% | $6,940-97.9% |