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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 | $28,365 | $110,337-74.3% | $102,383-72.3% | $145,877-80.6% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 15.85% | 24.83%-9.0pp | 24.94%-9.1pp | 551.28%-535.4pp |
| Employer contribution / active EE | $686 | $4,216-83.7% | $3,870-82.3% | $4,663-85.3% |
| Participant deferral / active EE | $1,715 | $5,621-69.5% | $5,060-66.1% | $6,691-74.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |