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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 | $76,923 | $85,766-10.3% | $136,297-43.6% | $70,124+9.7% |
| Participation rate | 22.2% | 74.2%-51.9pp | 81.9%-59.7pp | 69.5%-47.3pp |
| Annual return | 16.52% | 31.45%-14.9pp | 5156.19%-5139.7pp | 73.14%-56.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,589 | $5,051-29.0% | $6,247-42.6% | $3,332+7.7% |
| Admin fee / account holder | $12 | $5,420-99.8% | $9,244-99.9% | $4,645-99.7% |