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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 | $69,035 | $97,125-28.9% | $86,233-19.9% | $137,256-49.7% |
| Participation rate | 45.5% | 74.2%-28.7pp | 69.0%-23.6pp | 80.0%-34.5pp |
| Annual return | 15.06% | 74.19%-59.1pp | 61.39%-46.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $862 | $5,180-83.4% | $4,559-81.1% | $6,407-86.5% |
| Admin fee / account holder | $95 | $9,725-99.0% | $8,342-98.9% | $12,270-99.2% |