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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 | $57,745 | $101,063-42.9% | $81,473-29.1% | $147,586-60.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 20.26% | 32.41%-12.1pp | 38.78%-18.5pp | 578.59%-558.3pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,256 | $4,242-70.4% | $3,537-64.5% | $5,439-76.9% |
| Admin fee / account holder | $69 | $5,812-98.8% | $4,561-98.5% | $10,886-99.4% |