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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 | $13,155 | $78,690-83.3% | $161,489-91.9% | $87,485-85.0% |
| Participation rate | 33.3% | 67.5%-34.1pp | 78.7%-45.4pp | 68.9%-35.6pp |
| Annual return | 175.24% | 32.74%+142.5pp | 89.72%+85.5pp | 26.06%+149.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,911 | $3,311-12.1% | $5,630-48.3% | $4,274-31.9% |
| Admin fee / account holder | $119 | $6,724-98.2% | $16,006-99.3% | $7,775-98.5% |