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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 | $18,191 | $57,352-68.3% | $83,831-78.3% | $64,173-71.7% |
| Participation rate | 33.3% | 68.6%-35.3pp | 76.1%-42.8pp | 69.6%-36.2pp |
| Annual return | 24.33% | 11.38%+12.9pp | 850.99%-826.7pp | 7.63%+16.7pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,788 | $2,993-40.3% | $4,082-56.2% | $3,470-48.5% |
| Admin fee / account holder | $102 | $4,046-97.5% | $5,479-98.1% | $4,887-97.9% |