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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 | $24,059 | $77,814-69.1% | $158,223-84.8% | $86,983-72.3% |
| Participation rate | 31.4% | 68.4%-37.0pp | 79.2%-47.8pp | 69.5%-38.2pp |
| Annual return | 19.14% | 30.54%-11.4pp | 52.09%-33.0pp | 25.83%-6.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,188 | $3,270-63.7% | $5,467-78.3% | $4,194-71.7% |
| Admin fee / account holder | $179 | $5,879-97.0% | $16,047-98.9% | $7,856-97.7% |