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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 | $51,598 | $101,618-49.2% | $93,063-44.6% | $137,256-62.4% |
| Participation rate | 27.8% | 74.9%-47.2pp | 72.1%-44.3pp | 80.0%-52.2pp |
| Annual return | 17.00% | 223.95%-206.9pp | 34.15%-17.2pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,554 | $4,279-63.7% | $3,958-60.7% | $6,407-75.7% |
| Admin fee / account holder | $68 | $6,198-98.9% | $6,033-98.9% | $12,270-99.4% |