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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 | $53,080 | $98,776-46.3% | $149,745-64.6% | $79,856-33.5% |
| Participation rate | 36.4% | 75.8%-39.4pp | 82.5%-46.1pp | 69.6%-33.3pp |
| Annual return | 13.35% | 27.38%-14.0pp | 276.72%-263.4pp | 31.71%-18.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,325 | $5,681-41.5% | $6,843-51.4% | $3,741-11.1% |
| Admin fee / account holder | $61 | $6,053-99.0% | $9,312-99.3% | $5,306-98.8% |