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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 | $24,915 | $91,167-72.7% | $178,498-86.0% | $79,858-68.8% |
| Participation rate | 44.1% | 69.2%-25.1pp | 81.9%-37.8pp | 69.6%-25.5pp |
| Annual return | 26.88% | 24.19%+2.7pp | 151.09%-124.2pp | 31.72%-4.8pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,676 | $3,236-17.3% | $5,202-48.6% | $3,740-28.4% |
| Admin fee / account holder | $53 | $6,747-99.2% | $13,985-99.6% | $5,306-99.0% |