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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 | $40,064 | $113,338-64.7% | $94,993-57.8% | $147,586-72.9% |
| Participation rate | 62.5% | 78.0%-15.5pp | 73.9%-11.4pp | 82.8%-20.3pp |
| Annual return | 15.17% | 20.80%-5.6pp | 27.14%-12.0pp | 578.59%-563.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $903 | $3,777-76.1% | $3,317-72.8% | $5,439-83.4% |
| Admin fee / account holder | $64 | $6,063-98.9% | $4,960-98.7% | $10,886-99.4% |