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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 | $18,103 | $48,078-62.3% | $78,675-77.0% | $62,881-71.2% |
| Participation rate | 27.5% | 65.2%-37.7pp | 73.6%-46.1pp | 69.3%-41.8pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $765 | $2,587-70.4% | $3,517-78.3% | $3,203-76.1% |
| Admin fee / account holder | $118 | $3,206-96.3% | $4,510-97.4% | $4,296-97.3% |