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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 | $15,029 | $45,343-66.9% | $150,298-90.0% | $67,986-77.9% |
| Participation rate | 32.8% | 51.9%-19.0pp | 77.8%-44.9pp | 57.2%-24.4pp |
| Annual return | 18.76% | 33.28%-14.5pp | 62.79%-44.0pp | 31.67%-12.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,342 | $2,055-34.7% | $5,453-75.4% | $3,358-60.0% |
| Admin fee / account holder | $300 | $2,250-86.7% | $14,116-97.9% | $3,203-90.6% |