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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 | $13,292 | $77,638-82.9% | $156,551-91.5% | $62,881-78.9% |
| Participation rate | 59.5% | 71.2%-11.7pp | 84.0%-24.6pp | 69.3%-9.8pp |
| Annual return | 9.86% | 50.33%-40.5pp | 32.23%-22.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,715 | $3,046-10.9% | $4,871-44.3% | $3,203-15.2% |
| Admin fee / account holder | $182 | $5,561-96.7% | $13,028-98.6% | $4,296-95.8% |