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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 | $74,724 | $100,901-25.9% | $75,501-1.0% | $147,586-49.4% |
| Participation rate | 50.0% | 77.1%-27.1pp | 72.4%-22.4pp | 82.8%-32.8pp |
| Annual return | 21.23% | 35.78%-14.6pp | 27.35%-6.1pp | 578.59%-557.4pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,124 | $4,027-47.3% | $3,142-32.4% | $5,439-60.9% |
| Admin fee / account holder | $102 | $11,285-99.1% | $5,801-98.2% | $10,886-99.1% |