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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 | $21,780 | $58,311-62.6% | $81,882-73.4% | $80,959-73.1% |
| Participation rate | 38.6% | 63.5%-24.8pp | 72.4%-33.8pp | 67.7%-29.0pp |
| Annual return | 13.06% | 41.85%-28.8pp | 779.47%-766.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,607 | $3,287-51.1% | $4,323-62.8% | $4,300-62.6% |
| Admin fee / account holder | $122 | $4,752-97.4% | $7,360-98.3% | $6,925-98.2% |