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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 | $47,169 | $70,430-33.0% | $96,572-51.2% | $85,851-45.1% |
| Participation rate | 18.6% | 61.8%-43.2pp | 69.8%-51.2pp | 69.3%-50.7pp |
| Annual return | 12.65% | 18.58%-5.9pp | 37.79%-25.1pp | 318.63%-306.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,506 | $2,894-48.0% | $3,850-60.9% | $3,952-61.9% |
| Admin fee / account holder | $5 | $4,996-99.9% | $6,183-99.9% | $6,261-99.9% |