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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 | $98,580 | $101,618-3.0% | $93,063+5.9% | $137,256-28.2% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 20.98% | 223.95%-203.0pp | 34.15%-13.2pp | 220.34%-199.4pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,118 | $4,279-27.1% | $3,958-21.2% | $6,407-51.3% |
| Admin fee / account holder | $208 | $6,198-96.7% | $6,033-96.6% | $12,270-98.3% |