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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 | $75,541-90.2% | $152,093-95.1% | $82,637-91.0% |
| Participation rate | 41.0% | 66.5%-25.5pp | 77.8%-36.7pp | 68.1%-27.0pp |
| Annual return | 20.11% | 32.56%-12.4pp | 66.36%-46.3pp | 53.51%-33.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $993 | $3,206-69.0% | $5,451-81.8% | $4,126-75.9% |
| Admin fee / account holder | $44 | $6,405-99.3% | $14,497-99.7% | $7,339-99.4% |