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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 | $19,104 | $52,580-63.7% | $71,671-73.3% | $70,124-72.8% |
| Participation rate | 34.4% | 60.9%-26.5pp | 68.7%-34.4pp | 69.5%-35.2pp |
| Annual return | 19.57% | 20.25%-0.7pp | 20.65%-1.1pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $938 | $2,386-60.7% | $3,438-72.7% | $3,332-71.8% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |