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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 | $21,678 | $78,690-72.5% | $161,489-86.6% | $87,485-75.2% |
| Participation rate | 61.5% | 67.5%-5.9pp | 78.7%-17.2pp | 68.9%-7.4pp |
| Annual return | 16.33% | 32.74%-16.4pp | 89.72%-73.4pp | 26.06%-9.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,415 | $3,311-57.3% | $5,630-74.9% | $4,274-66.9% |
| Admin fee / account holder | $183 | $6,724-97.3% | $16,006-98.9% | $7,775-97.6% |