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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 | $22,618 | $100,811-77.6% | $86,698-73.9% | $134,545-83.2% |
| Participation rate | 21.7% | 79.0%-57.2pp | 76.6%-54.9pp | 81.2%-59.5pp |
| Annual return | -15.54% | 29.11%-44.7pp | 35.96%-51.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,935 | $5,339-63.8% | $4,656-58.4% | $6,401-69.8% |
| Admin fee / account holder | $153 | $10,926-98.6% | $7,492-98.0% | $11,431-98.7% |