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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 | $12,601 | $45,079-72.0% | $69,461-81.9% | $72,983-82.7% |
| Participation rate | 30.3% | 68.5%-38.2pp | 74.6%-44.3pp | 69.5%-39.2pp |
| Annual return | 22.65% | 22.65%0pp | 28.97%-6.3pp | 81.01%-58.4pp |
| Employer contribution / active EE | $63 | $2,055-96.9% | $2,779-97.7% | $2,440-97.4% |
| Participant deferral / active EE | $1,029 | $2,603-60.5% | $3,536-70.9% | $3,608-71.5% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,840-100.0% | $5,124-100.0% |