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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 | $26,646 | $93,589-71.5% | $135,942-80.4% | $75,181-64.6% |
| Participation rate | 39.7% | 75.2%-35.5pp | 81.9%-42.3pp | 67.2%-27.5pp |
| Annual return | 19.38% | 30.90%-11.5pp | 68.28%-48.9pp | 160.69%-141.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,899 | $6,405-54.7% | $7,759-62.6% | $4,126-29.7% |
| Admin fee / account holder | $249 | $6,977-96.4% | $10,764-97.7% | $5,650-95.6% |