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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 | $16,766 | $110,410-84.8% | $102,437-83.6% | $145,897-88.5% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 13.77% | 24.85%-11.1pp | 24.95%-11.2pp | 552.29%-538.5pp |
| Employer contribution / active EE | $243 | $4,217-94.2% | $3,871-93.7% | $4,663-94.8% |
| Participant deferral / active EE | $1,531 | $5,622-72.8% | $5,060-69.7% | $6,689-77.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |