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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 | $28,822 | $141,004-79.6% | $112,273-74.3% | $139,466-79.3% |
| Participation rate | 11.1% | 79.2%-68.1pp | 72.4%-61.3pp | 80.3%-69.2pp |
| Annual return | 0.00% | 32.75%-32.8pp | 30.23%-30.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $413 | $4,285-90.4% | $3,431-88.0% | $4,754-91.3% |
| Participant deferral / active EE | $2,500 | $5,878-57.5% | $4,800-47.9% | $6,712-62.8% |
| Admin fee / account holder | $75 | $9,959-99.2% | $7,752-99.0% | $11,409-99.3% |