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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 | $12,676 | $58,311-78.3% | $81,882-84.5% | $80,959-84.3% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 18.88% | 41.85%-23.0pp | 779.47%-760.6pp | 35.67%-16.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,163 | $3,287-3.8% | $4,323-26.8% | $4,300-26.5% |
| Admin fee / account holder | $203 | $4,752-95.7% | $7,360-97.2% | $6,925-97.1% |