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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 | $62,586 | $58,258+7.4% | $81,820-23.5% | $80,925-22.7% |
| Participation rate | 25.0% | 63.5%-38.5pp | 72.4%-47.4pp | 67.7%-42.7pp |
| Annual return | 12.16% | 41.76%-29.6pp | 777.93%-765.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,380 | $3,284-27.5% | $4,323-44.9% | $4,299-44.6% |
| Admin fee / account holder | $17 | $4,976-99.7% | $7,391-99.8% | $6,940-99.8% |