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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 | $14,910 | $51,638-71.1% | $68,368-78.2% | $82,448-81.9% |
| Participation rate | 22.0% | 63.6%-41.7pp | 73.8%-51.8pp | 68.1%-46.1pp |
| Annual return | 23.50% | 37.53%-14.0pp | 292.57%-269.1pp | 41.64%-18.1pp |
| Employer contribution / active EE | $2 | $2,047-99.9% | $2,649-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $1,012 | $2,914-65.3% | $4,123-75.5% | $4,139-75.6% |
| Admin fee / account holder | $247 | $4,643-94.7% | $5,150-95.2% | $7,234-96.6% |