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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 | $45,432 | $103,392-56.1% | $87,104-47.8% | $152,897-70.3% |
| Participation rate | 17.4% | 79.4%-62.0pp | 76.9%-59.5pp | 82.5%-65.1pp |
| Annual return | 27.58% | 28.10%-0.5pp | 28.19%-0.6pp | 345.43%-317.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,680 | $4,778-64.8% | $4,048-58.5% | $5,851-71.3% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |