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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 | $35,479 | $72,404-51.0% | $110,243-67.8% | $64,173-44.7% |
| Participation rate | 53.3% | 73.3%-20.0pp | 79.8%-26.5pp | 69.6%-16.2pp |
| Annual return | 7.54% | -6.29%+13.8pp | 314.76%-307.2pp | 7.63%-0.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,037 | $3,469-41.3% | $4,672-56.4% | $3,470-41.3% |
| Admin fee / account holder | $135 | $5,664-97.6% | $8,548-98.4% | $4,887-97.2% |