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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 | $32,968 | $85,790-61.6% | $67,313-51.0% | $135,379-75.6% |
| Participation rate | 52.6% | 76.5%-23.8pp | 69.1%-16.4pp | 82.6%-30.0pp |
| Annual return | 26.85% | -0.54%+27.4pp | -4.08%+30.9pp | 519.79%-492.9pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,295 | $4,651-7.6% | $3,568+20.4% | $5,609-23.4% |
| Admin fee / account holder | $45 | $6,392-99.3% | $4,507-99.0% | $10,828-99.6% |