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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 | $65,249 | $93,346-30.1% | $71,796-9.1% | $273,972-76.2% |
| Participation rate | 56.3% | 76.5%-20.3pp | 69.1%-12.9pp | 83.0%-26.8pp |
| Annual return | 7.31% | 130.39%-123.1pp | 78.04%-70.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,437 | $3,475-1.1% | $2,794+23.0% | $5,287-35.0% |
| Admin fee / account holder | $2 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |