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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 | $21,331 | $77,908-72.6% | $149,696-85.8% | $75,173-71.6% |
| Participation rate | 30.8% | 65.6%-34.8pp | 78.8%-48.0pp | 67.2%-36.4pp |
| Annual return | 19.26% | 31.73%-12.5pp | 134.46%-115.2pp | 160.72%-141.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,372 | $3,411-59.8% | $5,682-75.9% | $4,126-66.8% |
| Admin fee / account holder | $8 | $5,950-99.9% | $13,212-99.9% | $5,651-99.9% |