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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 | $63,354-69.6% | $94,105-79.5% | $82,637-76.7% |
| Participation rate | 51.7% | 63.8%-12.1pp | 71.9%-20.2pp | 68.1%-16.3pp |
| Annual return | 18.39% | 34.36%-16.0pp | 204.55%-186.2pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,782 | $2,873-3.2% | $3,881-28.3% | $4,126-32.6% |
| Admin fee / account holder | $6 | $5,073-99.9% | $6,199-99.9% | $7,339-99.9% |