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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 | $61,477 | $73,107-15.9% | $114,563-46.3% | $87,485-29.7% |
| Participation rate | 52.0% | 65.8%-13.8pp | 72.9%-20.9pp | 68.9%-16.9pp |
| Annual return | 17.40% | 19.47%-2.1pp | 241.09%-223.7pp | 26.06%-8.7pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,586 | $3,144+14.1% | $4,142-13.4% | $4,274-16.1% |
| Admin fee / account holder | $294 | $5,770-94.9% | $7,623-96.1% | $7,775-96.2% |