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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 | $15,180 | $58,241-73.9% | $81,780-81.4% | $80,911-81.2% |
| Participation rate | 19.0% | 63.4%-44.5pp | 72.4%-53.4pp | 67.6%-48.7pp |
| Annual return | 22.35% | 41.73%-19.4pp | 776.27%-753.9pp | 35.63%-13.3pp |
| Employer contribution / active EE | $244 | $2,343-89.6% | $2,914-91.6% | $2,756-91.1% |
| Participant deferral / active EE | $1,351 | $3,283-58.8% | $4,321-68.7% | $4,297-68.6% |
| Admin fee / account holder | $0 | $4,973-100.0% | $7,384-100.0% | $6,935-100.0% |