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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 | $59,854 | $78,690-23.9% | $161,489-62.9% | $87,485-31.6% |
| Participation rate | 21.7% | 67.5%-45.7pp | 78.7%-57.0pp | 68.9%-47.2pp |
| Annual return | 25.51% | 32.74%-7.2pp | 89.72%-64.2pp | 26.06%-0.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,002 | $3,311-69.7% | $5,630-82.2% | $4,274-76.5% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |