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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 | $22,729 | $58,275-61.0% | $81,844-72.2% | $80,935-71.9% |
| Participation rate | 53.1% | 63.5%-10.3pp | 72.4%-19.3pp | 67.7%-14.5pp |
| Annual return | 14.19% | 41.82%-27.6pp | 778.87%-764.7pp | 35.66%-21.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,427 | $3,285+4.3% | $4,323-20.7% | $4,299-20.3% |
| Admin fee / account holder | $275 | $4,749-94.2% | $7,355-96.3% | $6,924-96.0% |