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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 | $40,519 | $98,776-59.0% | $149,745-72.9% | $79,856-49.3% |
| Participation rate | 44.1% | 75.8%-31.7pp | 82.5%-38.4pp | 69.6%-25.5pp |
| Annual return | 19.50% | 27.38%-7.9pp | 276.72%-257.2pp | 31.71%-12.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,808 | $5,681-50.6% | $6,843-59.0% | $3,741-24.9% |
| Admin fee / account holder | $272 | $6,053-95.5% | $9,312-97.1% | $5,306-94.9% |