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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 | $7,426 | $76,407-90.3% | $150,298-95.1% | $82,448-91.0% |
| Participation rate | 41.0% | 66.4%-25.4pp | 77.8%-36.7pp | 68.1%-27.0pp |
| Annual return | 20.11% | 39.99%-19.9pp | 62.79%-42.7pp | 41.64%-21.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $993 | $3,214-69.1% | $5,453-81.8% | $4,139-76.0% |
| Admin fee / account holder | $44 | $6,352-99.3% | $14,116-99.7% | $7,234-99.4% |