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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 | $10,874 | $81,331-86.6% | $155,534-93.0% | $80,935-86.6% |
| Participation rate | 43.4% | 66.3%-22.8pp | 78.2%-34.8pp | 67.7%-24.2pp |
| Annual return | 14.73% | 33.37%-18.6pp | 64.92%-50.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,262 | $3,454-63.5% | $5,630-77.6% | $4,299-70.6% |
| Admin fee / account holder | $173 | $7,999-97.8% | $15,900-98.9% | $6,924-97.5% |