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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 | $42,648 | $78,707-45.8% | $117,861-63.8% | $70,126-39.2% |
| Participation rate | 54.7% | 73.2%-18.5pp | 79.7%-25.0pp | 69.5%-14.9pp |
| Annual return | 20.11% | 23.30%-3.2pp | 335.11%-315.0pp | 73.15%-53.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,818 | $3,297+15.8% | $4,482-14.8% | $3,332+14.6% |
| Admin fee / account holder | $162 | $5,066-96.8% | $8,021-98.0% | $4,645-96.5% |