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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 | $27,051 | $77,908-65.3% | $149,696-81.9% | $75,173-64.0% |
| Participation rate | 18.9% | 65.6%-46.7pp | 78.8%-59.9pp | 67.2%-48.3pp |
| Annual return | 17.68% | 31.73%-14.0pp | 134.46%-116.8pp | 160.72%-143.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,226 | $3,411-64.0% | $5,682-78.4% | $4,126-70.3% |
| Admin fee / account holder | $162 | $5,950-97.3% | $13,212-98.8% | $5,651-97.1% |