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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 | $14,710 | $77,901-81.1% | $149,717-90.2% | $75,181-80.4% |
| Participation rate | 24.1% | 65.6%-41.4pp | 78.8%-54.6pp | 67.2%-43.1pp |
| Annual return | 20.83% | 31.73%-10.9pp | 134.41%-113.6pp | 160.69%-139.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $922 | $3,411-73.0% | $5,682-83.8% | $4,126-77.6% |
| Admin fee / account holder | $195 | $5,949-96.7% | $13,213-98.5% | $5,650-96.6% |