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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 | $27,962 | $69,248-59.6% | $64,101-56.4% | $139,466-80.0% |
| Participation rate | 44.4% | 75.6%-31.2pp | 72.3%-27.9pp | 80.3%-35.9pp |
| Annual return | 19.02% | 45.95%-26.9pp | 33.72%-14.7pp | 373.66%-354.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,380 | $4,682-27.8% | $3,881-12.9% | $6,712-49.6% |
| Admin fee / account holder | $130 | $4,247-96.9% | $3,070-95.8% | $11,409-98.9% |