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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 | $23,405 | $104,664-77.6% | $85,693-72.7% | $167,518-86.0% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 15.28% | 21.45%-6.2pp | 21.49%-6.2pp | 478.71%-463.4pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,865 | $4,824-40.6% | $3,923-27.0% | $6,342-54.8% |
| Admin fee / account holder | $32 | $10,032-99.7% | $6,874-99.5% | $12,312-99.7% |