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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 | $16,486 | $55,470-70.3% | $155,556-89.4% | $74,478-77.9% |
| Participation rate | 18.5% | 61.9%-43.4pp | 78.2%-59.7pp | 67.2%-48.7pp |
| Annual return | 11.15% | 269.80%-258.6pp | 64.84%-53.7pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $848 | $2,838-70.1% | $5,631-84.9% | $4,350-80.5% |
| Admin fee / account holder | $275 | $1,744-84.2% | $15,885-98.3% | $1,946-85.8% |