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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 | $26,225 | $76,407-65.7% | $150,298-82.6% | $82,448-68.2% |
| Participation rate | 25.4% | 66.4%-41.0pp | 77.8%-52.3pp | 68.1%-42.6pp |
| Annual return | 14.37% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,032 | $3,214-67.9% | $5,453-81.1% | $4,139-75.1% |
| Admin fee / account holder | $239 | $6,352-96.2% | $14,116-98.3% | $7,234-96.7% |