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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 | $15,763 | $25,014-37.0% | $69,632-77.4% | $80,959-80.5% |
| Participation rate | 20.6% | 64.2%-43.6pp | 66.4%-45.8pp | 67.7%-47.1pp |
| Annual return | 14.17% | 19.08%-4.9pp | 101.32%-87.2pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,051 | $1,840-42.9% | $2,889-63.6% | $4,300-75.6% |
| Admin fee / account holder | $82 | $2,491-96.7% | $4,695-98.3% | $6,925-98.8% |