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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 | $32,425 | $93,346-65.3% | $71,796-54.8% | $273,972-88.2% |
| Participation rate | 63.2% | 76.5%-13.4pp | 69.1%-6.0pp | 83.0%-19.9pp |
| Annual return | 22.73% | 130.39%-107.7pp | 78.04%-55.3pp | 41.46%-18.7pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,795 | $3,475-19.6% | $2,7940% | $5,287-47.1% |
| Admin fee / account holder | $97 | $6,571-98.5% | $4,815-98.0% | $10,133-99.0% |