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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 | $14,523 | $58,311-75.1% | $81,882-82.3% | $80,959-82.1% |
| Participation rate | 33.8% | 63.5%-29.7pp | 72.4%-38.6pp | 67.7%-33.9pp |
| Annual return | 13.37% | 41.85%-28.5pp | 779.47%-766.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,153 | $3,287-64.9% | $4,323-73.3% | $4,300-73.2% |
| Admin fee / account holder | $194 | $4,752-95.9% | $7,360-97.4% | $6,925-97.2% |