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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 | $26,514 | $77,908-66.0% | $149,696-82.3% | $75,173-64.7% |
| Participation rate | 23.1% | 65.6%-42.5pp | 78.8%-55.7pp | 67.2%-44.1pp |
| Annual return | 13.85% | 31.73%-17.9pp | 134.46%-120.6pp | 160.72%-146.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,519 | $3,411-26.2% | $5,682-55.7% | $4,126-39.0% |
| Admin fee / account holder | $21 | $5,950-99.6% | $13,212-99.8% | $5,651-99.6% |