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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 | $56,012 | $106,524-47.4% | $152,301-63.2% | $87,485-36.0% |
| Participation rate | 27.3% | 75.8%-48.5pp | 82.4%-55.2pp | 68.9%-41.7pp |
| Annual return | 52.14% | 26.89%+25.3pp | 80.50%-28.4pp | 26.06%+26.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,523 | $6,525-46.0% | $8,004-56.0% | $4,274-17.6% |
| Admin fee / account holder | $10 | $8,287-99.9% | $14,398-99.9% | $7,775-99.9% |