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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 | $33,625 | $72,071-53.3% | $68,368-50.8% | $137,256-75.5% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 15.21% | 353.14%-337.9pp | 292.57%-277.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,971 | $4,410-55.3% | $4,123-52.2% | $6,407-69.2% |
| Admin fee / account holder | $160 | $5,336-97.0% | $5,150-96.9% | $12,270-98.7% |