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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 | $68,277 | $86,288-20.9% | $111,306-38.7% | $85,851-20.5% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.7pp | 69.3%-2.7pp |
| Annual return | 30.73% | 19.99%+10.7pp | 54.67%-23.9pp | 318.63%-287.9pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,794 | $3,641-23.3% | $4,488-37.7% | $3,952-29.3% |
| Admin fee / account holder | $57 | $8,189-99.3% | $7,966-99.3% | $6,261-99.1% |