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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 | $15,487 | $110,303-86.0% | $95,759-83.8% | $139,487-88.9% |
| Participation rate | 36.8% | 75.7%-38.9pp | 72.3%-35.4pp | 80.3%-43.5pp |
| Annual return | 24.72% | 27.19%-2.5pp | 28.42%-3.7pp | 373.84%-349.1pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,572 | $4,674-66.4% | $4,244-63.0% | $6,713-76.6% |
| Admin fee / account holder | $58 | $6,615-99.1% | $5,678-99.0% | $11,407-99.5% |