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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 | $57,578 | $157,829-63.5% | $136,867-57.9% | $198,609-71.0% |
| Participation rate | 30.0% | 77.2%-47.2pp | 74.5%-44.5pp | 82.4%-52.4pp |
| Annual return | 16.16% | 51.25%-35.1pp | 42.97%-26.8pp | 202.70%-186.5pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,228 | $5,463-22.6% | $4,924-14.1% | $6,977-39.4% |
| Admin fee / account holder | $284 | $11,107-97.4% | $10,340-97.3% | $19,030-98.5% |