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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 | $41,455 | $157,829-73.7% | $136,867-69.7% | $198,609-79.1% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 15.92% | 51.25%-35.3pp | 42.97%-27.0pp | 202.70%-186.8pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,763 | $5,463-49.4% | $4,924-43.9% | $6,977-60.4% |
| Admin fee / account holder | $1 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |