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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 | $41,041 | $52,279-21.5% | $89,400-54.1% | $79,858-48.6% |
| Participation rate | 9.6% | 57.5%-47.9pp | 68.0%-58.4pp | 69.6%-60.0pp |
| Annual return | 17.71% | 22.16%-4.4pp | 245.64%-227.9pp | 31.72%-14.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $882 | $2,740-67.8% | $3,890-77.3% | $3,740-76.4% |
| Admin fee / account holder | $243 | $3,356-92.8% | $4,882-95.0% | $5,306-95.4% |