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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 | $58,632 | $91,086-35.6% | $203,872-71.2% | $86,983-32.6% |
| Participation rate | 54.0% | 65.8%-11.8pp | 77.8%-23.8pp | 69.5%-15.5pp |
| Annual return | 14.60% | 22.30%-7.7pp | 85.11%-70.5pp | 25.83%-11.2pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,464 | $4,019-13.8% | $6,388-45.8% | $4,194-17.4% |
| Admin fee / account holder | $221 | $8,987-97.5% | $11,730-98.1% | $7,856-97.2% |