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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 | $17,596 | $58,895-70.1% | $178,503-90.1% | $73,497-76.1% |
| Participation rate | 31.0% | 66.2%-35.2pp | 81.9%-50.9pp | 70.7%-39.7pp |
| Annual return | 13.27% | 24.86%-11.6pp | 151.12%-137.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,261 | $2,567-50.9% | $5,202-75.8% | $3,740-66.3% |
| Admin fee / account holder | $63 | $400-84.2% | $13,987-99.5% | $513-87.7% |