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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 | $41,041 | $91,167-55.0% | $178,498-77.0% | $79,858-48.6% |
| Participation rate | 41.3% | 69.2%-27.9pp | 81.9%-40.6pp | 69.6%-28.3pp |
| Annual return | 19.77% | 24.19%-4.4pp | 151.09%-131.3pp | 31.72%-11.9pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,575 | $3,236-51.3% | $5,202-69.7% | $3,740-57.9% |
| Admin fee / account holder | $0 | $6,747-100.0% | $13,985-100.0% | $5,306-100.0% |