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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 | $17,392 | $112,729-84.6% | $98,716-82.4% | $137,256-87.3% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 22.34% | 38.48%-16.1pp | 31.81%-9.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,998 | $4,640-13.8% | $4,048-1.2% | $6,407-37.6% |
| Admin fee / account holder | $100 | $10,129-99.0% | $8,703-98.9% | $12,270-99.2% |