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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 | $19,289 | $63,703-69.7% | $93,063-79.3% | $82,448-76.6% |
| Participation rate | 51.7% | 63.8%-12.1pp | 72.1%-20.4pp | 68.1%-16.3pp |
| Annual return | 18.39% | -775.43%+793.8pp | 34.15%-15.8pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,782 | $2,919-4.7% | $3,958-29.7% | $4,139-32.8% |
| Admin fee / account holder | $6 | $5,982-99.9% | $6,033-99.9% | $7,234-99.9% |