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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 | $17,459 | $91,179-80.9% | $178,499-90.2% | $79,852-78.1% |
| Participation rate | 26.7% | 69.2%-42.5pp | 81.9%-55.3pp | 69.6%-43.0pp |
| Annual return | 19.48% | 24.19%-4.7pp | 151.10%-131.6pp | 31.72%-12.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,669 | $3,236-48.4% | $5,202-67.9% | $3,740-55.4% |
| Admin fee / account holder | $59 | $6,749-99.1% | $13,986-99.6% | $5,306-98.9% |