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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 | $31,811 | $162,821-80.5% | $133,978-76.3% | $158,982-80.0% |
| Participation rate | 36.4% | 83.2%-46.9pp | 79.8%-43.5pp | 82.0%-45.6pp |
| Annual return | 19.97% | 41.95%-22.0pp | 45.10%-25.1pp | 302.99%-283.0pp |
| Employer contribution / active EE | $375 | $4,976-92.5% | $3,919-90.4% | $4,763-92.1% |
| Participant deferral / active EE | $2,329 | $5,910-60.6% | $5,047-53.8% | $5,983-61.1% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |