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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 | $46,153 | $77,901-40.8% | $149,717-69.2% | $75,181-38.6% |
| Participation rate | 22.2% | 65.6%-43.4pp | 78.8%-56.6pp | 67.2%-45.0pp |
| Annual return | 14.15% | 31.73%-17.6pp | 134.41%-120.3pp | 160.69%-146.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,593 | $3,411-53.3% | $5,682-72.0% | $4,126-61.4% |
| Admin fee / account holder | $80 | $5,949-98.7% | $13,213-99.4% | $5,650-98.6% |