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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 | $45,422 | $117,829-61.5% | $102,423-55.7% | $145,877-68.9% |
| Participation rate | 30.8% | 78.6%-47.8pp | 76.5%-45.7pp | 80.3%-49.5pp |
| Annual return | 14.34% | 31.83%-17.5pp | 29.42%-15.1pp | 551.28%-536.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,866 | $5,732-15.1% | $5,054-3.7% | $6,691-27.3% |
| Admin fee / account holder | $28 | $13,335-99.8% | $9,455-99.7% | $13,402-99.8% |