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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 | $35,134 | $56,134-37.4% | $96,171-63.5% | $85,847-59.1% |
| Participation rate | 53.6% | 56.7%-3.1pp | 68.4%-14.9pp | 69.3%-15.7pp |
| Annual return | 19.94% | 42.30%-22.4pp | 192.04%-172.1pp | 318.61%-298.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,233 | $2,858+13.1% | $4,350-25.7% | $3,952-18.2% |
| Admin fee / account holder | $47 | $3,769-98.8% | $5,538-99.2% | $6,261-99.3% |