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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 | $73,556 | $101,063-27.2% | $81,473-9.7% | $147,586-50.2% |
| Participation rate | 36.8% | 74.5%-37.6pp | 68.0%-31.1pp | 82.8%-46.0pp |
| Annual return | 23.39% | 32.41%-9.0pp | 38.78%-15.4pp | 578.59%-555.2pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $963 | $4,242-77.3% | $3,537-72.8% | $5,439-82.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |