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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 | $89,419 | $114,013-21.6% | $103,693-13.8% | $155,188-42.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 16.16% | 49.31%-33.2pp | 47.61%-31.5pp | 148.84%-132.7pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,013 | $4,970+41.1% | $4,579+53.1% | $6,531+7.4% |
| Admin fee / account holder | $148 | $8,407-98.2% | $7,858-98.1% | $14,480-99.0% |