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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 | $24,987 | $32,425-22.9% | $74,577-66.5% | $55,167-54.7% |
| Participation rate | 23.6% | 54.0%-30.4pp | 68.1%-44.5pp | 69.0%-45.4pp |
| Annual return | 8.54% | 10.63%-2.1pp | 20.47%-11.9pp | 169.23%-160.7pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,039 | $1,995-47.9% | $3,458-70.0% | $3,054-66.0% |
| Admin fee / account holder | $1 | $748-99.9% | $4,138-100.0% | $504-99.8% |