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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 | $56,945 | $208,088-72.6% | $186,193-69.4% | $154,746-63.2% |
| Participation rate | 45.0% | 80.0%-35.0pp | 77.1%-32.1pp | 80.7%-35.7pp |
| Annual return | 16.99% | 89.97%-73.0pp | 78.03%-61.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,154 | $7,078-55.4% | $6,513-51.6% | $6,730-53.1% |
| Admin fee / account holder | $241 | $11,698-97.9% | $11,058-97.8% | $14,365-98.3% |