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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 | $45,585 | $91,179-50.0% | $178,499-74.5% | $79,852-42.9% |
| Participation rate | 42.4% | 69.2%-26.8pp | 81.9%-39.5pp | 69.6%-27.2pp |
| Annual return | 22.13% | 24.19%-2.1pp | 151.10%-129.0pp | 31.72%-9.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,859 | $3,236-11.6% | $5,202-45.0% | $3,740-23.6% |
| Admin fee / account holder | $33 | $6,749-99.5% | $13,986-99.8% | $5,306-99.4% |