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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 | $15,997 | $84,236-81.0% | $170,435-90.6% | $70,126-77.2% |
| Participation rate | 62.7% | 70.8%-8.1pp | 83.6%-20.9pp | 69.5%-6.8pp |
| Annual return | 14.40% | 23.06%-8.7pp | 205.94%-191.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,386 | $3,086-55.1% | $4,939-71.9% | $3,332-58.4% |
| Admin fee / account holder | $168 | $5,698-97.1% | $13,881-98.8% | $4,645-96.4% |