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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 | $28,527 | $45,438-37.2% | $80,004-64.3% | $59,633-52.2% |
| Participation rate | 20.6% | 63.7%-43.1pp | 73.0%-52.4pp | 68.7%-48.1pp |
| Annual return | 1.17% | 5.10%-3.9pp | 7.63%-6.5pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $916 | $2,231-58.9% | $3,204-71.4% | $3,192-71.3% |
| Admin fee / account holder | $256 | $3,464-92.6% | $5,033-94.9% | $4,297-94.0% |