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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 | $46,066 | $78,423-41.3% | $95,964-52.0% | $79,856-42.3% |
| Participation rate | 31.2% | 73.5%-42.3pp | 77.1%-45.9pp | 69.6%-38.5pp |
| Annual return | 15.42% | 19.37%-4.0pp | 91.64%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,863 | $3,440-45.9% | $4,167-55.3% | $3,741-50.2% |
| Admin fee / account holder | $74 | $5,622-98.7% | $6,797-98.9% | $5,306-98.6% |