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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 | $84,827 | $208,088-59.2% | $186,193-54.4% | $154,746-45.2% |
| Participation rate | 38.5% | 80.0%-41.5pp | 77.1%-38.6pp | 80.7%-42.2pp |
| Annual return | 21.41% | 89.97%-68.6pp | 78.03%-56.6pp | 172.34%-150.9pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,798 | $7,078-32.2% | $6,513-26.3% | $6,730-28.7% |
| Admin fee / account holder | $8 | $11,698-99.9% | $11,058-99.9% | $14,365-99.9% |