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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 | $27,963 | $58,311-52.0% | $81,882-65.9% | $80,959-65.5% |
| Participation rate | 16.0% | 63.5%-47.5pp | 72.4%-56.4pp | 67.7%-51.7pp |
| Annual return | 15.60% | 41.85%-26.2pp | 779.47%-763.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $168 | $2,347-92.8% | $2,916-94.2% | $2,757-93.9% |
| Participant deferral / active EE | $1,721 | $3,287-47.6% | $4,323-60.2% | $4,300-60.0% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |