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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 | $21,677 | $77,920-72.2% | $149,723-85.5% | $75,177-71.2% |
| Participation rate | 20.0% | 65.6%-45.6pp | 78.8%-58.8pp | 67.2%-47.2pp |
| Annual return | 16.16% | 31.72%-15.6pp | 134.50%-118.3pp | 160.75%-144.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,324 | $3,411-61.2% | $5,682-76.7% | $4,126-67.9% |
| Admin fee / account holder | $20 | $5,951-99.7% | $13,215-99.8% | $5,651-99.6% |