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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 | $19,546 | $77,920-74.9% | $149,723-86.9% | $75,177-74.0% |
| Participation rate | 48.0% | 65.6%-17.6pp | 78.8%-30.8pp | 67.2%-19.2pp |
| Annual return | 24.58% | 31.72%-7.1pp | 134.50%-109.9pp | 160.75%-136.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,168 | $3,411-36.4% | $5,682-61.8% | $4,126-47.5% |
| Admin fee / account holder | $8 | $5,951-99.9% | $13,215-99.9% | $5,651-99.9% |