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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 | $33,645 | $101,618-66.9% | $93,063-63.8% | $137,256-75.5% |
| Participation rate | 29.2% | 74.9%-45.8pp | 72.1%-42.9pp | 80.0%-50.8pp |
| Annual return | 18.37% | 223.95%-205.6pp | 34.15%-15.8pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,833 | $4,279-57.2% | $3,958-53.7% | $6,407-71.4% |
| Admin fee / account holder | $8 | $6,198-99.9% | $6,033-99.9% | $12,270-99.9% |