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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 | $13,792 | $106,267-87.0% | $96,520-85.7% | $139,456-90.1% |
| Participation rate | 21.4% | 77.8%-56.4pp | 74.3%-52.9pp | 80.3%-58.9pp |
| Annual return | 0.00% | 38.45%-38.5pp | 35.72%-35.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $543 | $4,105-86.8% | $3,739-85.5% | $4,753-88.6% |
| Participant deferral / active EE | $2,175 | $5,454-60.1% | $4,879-55.4% | $6,711-67.6% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |