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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 | $13,013 | $77,901-83.3% | $149,717-91.3% | $75,181-82.7% |
| Participation rate | 27.1% | 65.6%-38.5pp | 78.8%-51.7pp | 67.2%-40.1pp |
| Annual return | 26.78% | 31.73%-4.9pp | 134.41%-107.6pp | 160.69%-133.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,080 | $3,411-39.0% | $5,682-63.4% | $4,126-49.6% |
| Admin fee / account holder | $40 | $5,949-99.3% | $13,213-99.7% | $5,650-99.3% |