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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 | $16,294 | $53,128-69.3% | $86,582-81.2% | $70,126-76.8% |
| Participation rate | 64.5% | 65.3%-0.8pp | 73.5%-9.0pp | 69.5%-5.0pp |
| Annual return | 26.59% | 27.66%-1.1pp | 965.08%-938.5pp | 73.15%-46.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,415 | $2,695+26.7% | $3,609-5.4% | $3,332+2.5% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |