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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 | $58,241+7.5% | $81,780-23.5% | $80,911-22.6% |
| Participation rate | 25.0% | 63.4%-38.4pp | 72.4%-47.4pp | 67.6%-42.6pp |
| Annual return | 12.16% | 41.73%-29.6pp | 776.27%-764.1pp | 35.63%-23.5pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,380 | $3,283-27.5% | $4,321-44.9% | $4,297-44.6% |
| Admin fee / account holder | $17 | $4,973-99.7% | $7,384-99.8% | $6,935-99.8% |