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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 | $39,862 | $116,203-65.7% | $93,621-57.4% | $152,897-73.9% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.8%-6.6pp | 82.5%-13.2pp |
| Annual return | 18.81% | 35.96%-17.2pp | 32.76%-13.9pp | 345.43%-326.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,556 | $4,605-66.2% | $4,070-61.8% | $5,851-73.4% |
| Admin fee / account holder | $73 | $10,751-99.3% | $7,890-99.1% | $11,599-99.4% |