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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 | $54,979 | $77,901-29.4% | $149,717-63.3% | $75,181-26.9% |
| Participation rate | 21.1% | 65.6%-44.5pp | 78.8%-57.7pp | 67.2%-46.1pp |
| Annual return | 20.36% | 31.73%-11.4pp | 134.41%-114.0pp | 160.69%-140.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,306 | $3,411-61.7% | $5,682-77.0% | $4,126-68.3% |
| Admin fee / account holder | $13 | $5,949-99.8% | $13,213-99.9% | $5,650-99.8% |