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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 | $25,615 | $101,063-74.7% | $81,473-68.6% | $147,586-82.6% |
| Participation rate | 57.1% | 74.5%-17.3pp | 68.0%-10.8pp | 82.8%-25.7pp |
| Annual return | 19.97% | 32.41%-12.4pp | 38.78%-18.8pp | 578.59%-558.6pp |
| Employer contribution / active EE | $48 | $3,206-98.5% | $2,568-98.1% | $4,876-99.0% |
| Participant deferral / active EE | $1,088 | $4,242-74.4% | $3,537-69.2% | $5,439-80.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |