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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 | $29,969 | $149,679-80.0% | $117,039-74.4% | $147,586-79.7% |
| Participation rate | 8.3% | 83.5%-75.2pp | 77.2%-68.9pp | 82.8%-74.5pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $353 | $4,937-92.8% | $3,785-90.7% | $4,876-92.8% |
| Participant deferral / active EE | $2,000 | $4,912-59.3% | $3,929-49.1% | $5,439-63.2% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |