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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 | $11,237 | $61,125-81.6% | $94,057-88.1% | $87,485-87.2% |
| Participation rate | 28.2% | 64.1%-35.9pp | 73.3%-45.1pp | 68.9%-40.7pp |
| Annual return | 21.01% | 35.20%-14.2pp | 480.62%-459.6pp | 26.06%-5.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,459 | $3,260-55.2% | $4,709-69.0% | $4,274-65.9% |
| Admin fee / account holder | $127 | $5,629-97.7% | $7,244-98.2% | $7,775-98.4% |