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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 | $35,469 | $63,861-44.5% | $104,639-66.1% | $79,856-55.6% |
| Participation rate | 44.9% | 64.9%-20.0pp | 74.1%-29.2pp | 69.6%-24.7pp |
| Annual return | 16.45% | 21.30%-4.8pp | 340.67%-324.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,193 | $2,693-18.6% | $3,738-41.3% | $3,741-41.4% |
| Admin fee / account holder | $264 | $4,185-93.7% | $6,465-95.9% | $5,306-95.0% |