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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 | $21,424 | $124,330-82.8% | $109,173-80.4% | $167,536-87.2% |
| Participation rate | 14.3% | 79.5%-65.2pp | 75.9%-61.6pp | 82.1%-67.8pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $669 | $4,209-84.1% | $3,723-82.0% | $4,839-86.2% |
| Participant deferral / active EE | $2,229 | $5,256-57.6% | $4,654-52.1% | $6,342-64.9% |
| Admin fee / account holder | $44 | $7,974-99.4% | $6,755-99.3% | $12,315-99.6% |