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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 | $19,192 | $57,541-66.6% | $95,759-80.0% | $75,177-74.5% |
| Participation rate | 12.5% | 62.5%-50.0pp | 72.3%-59.8pp | 67.2%-54.7pp |
| Annual return | 72.05% | 34.93%+37.1pp | 28.42%+43.6pp | 160.75%-88.7pp |
| Employer contribution / active EE | $323 | $1,808-82.1% | $2,836-88.6% | $2,671-87.9% |
| Participant deferral / active EE | $1,957 | $3,074-36.3% | $4,244-53.9% | $4,126-52.6% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,678-100.0% | $5,651-100.0% |