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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 | $35,756 | $61,125-41.5% | $94,057-62.0% | $87,485-59.1% |
| Participation rate | 32.4% | 64.1%-31.6pp | 73.3%-40.9pp | 68.9%-36.5pp |
| Annual return | 20.76% | 35.20%-14.4pp | 480.62%-459.9pp | 26.06%-5.3pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,672 | $3,260-18.0% | $4,709-43.3% | $4,274-37.5% |
| Admin fee / account holder | $160 | $5,629-97.2% | $7,244-97.8% | $7,775-97.9% |