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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 | $34,063 | $75,935-55.1% | $60,547-43.7% | $125,389-72.8% |
| Participation rate | 53.8% | 76.5%-22.7pp | 68.0%-14.1pp | 83.2%-29.3pp |
| Annual return | 11.06% | -5.38%+16.4pp | 335.64%-324.6pp | 282.24%-271.2pp |
| Employer contribution / active EE | $237 | $3,438-93.1% | $2,419-90.2% | $4,866-95.1% |
| Participant deferral / active EE | $1,131 | $4,506-74.9% | $3,328-66.0% | $5,352-78.9% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |