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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 | $30,132 | $78,690-61.7% | $161,489-81.3% | $87,485-65.6% |
| Participation rate | 16.1% | 67.5%-51.3pp | 78.7%-62.6pp | 68.9%-52.8pp |
| Annual return | 16.41% | 32.74%-16.3pp | 89.72%-73.3pp | 26.06%-9.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,338 | $3,311-59.6% | $5,630-76.2% | $4,274-68.7% |
| Admin fee / account holder | $115 | $6,724-98.3% | $16,006-99.3% | $7,775-98.5% |