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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 | $12,658 | $110,410-88.5% | $102,437-87.6% | $145,897-91.3% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 13.49% | 24.85%-11.4pp | 24.95%-11.5pp | 552.29%-538.8pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,212 | $5,622-60.7% | $5,060-56.3% | $6,689-66.9% |
| Admin fee / account holder | $66 | $9,745-99.3% | $8,388-99.2% | $13,390-99.5% |