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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 | $81,405 | $127,790-36.3% | $106,555-23.6% | $167,536-51.4% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 11.02% | 33.88%-22.9pp | 26.80%-15.8pp | 478.82%-467.8pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,596 | $5,088+68.9% | $4,399+95.4% | $6,342+35.5% |
| Admin fee / account holder | $182 | $11,229-98.4% | $7,408-97.5% | $12,315-98.5% |