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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 | $31,636 | $61,125-48.2% | $94,057-66.4% | $87,485-63.8% |
| Participation rate | 36.1% | 64.1%-28.0pp | 73.3%-37.2pp | 68.9%-32.8pp |
| Annual return | 19.17% | 35.20%-16.0pp | 480.62%-461.4pp | 26.06%-6.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,189 | $3,260-2.2% | $4,709-32.3% | $4,274-25.4% |
| Admin fee / account holder | $299 | $5,629-94.7% | $7,244-95.9% | $7,775-96.2% |