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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 | $42,394 | $59,123-28.3% | $77,183-45.1% | $75,181-43.6% |
| Participation rate | 14.0% | 63.9%-49.9pp | 69.6%-55.6pp | 67.2%-53.2pp |
| Annual return | 22.86% | 26.72%-3.9pp | 37.89%-15.0pp | 160.69%-137.8pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,277 | $2,999-57.4% | $3,833-66.7% | $4,126-69.0% |
| Admin fee / account holder | $9 | $4,776-99.8% | $5,475-99.8% | $5,650-99.8% |