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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 | $3,001 | $32,888-90.9% | - | $70,124-95.7% |
| Participation rate | 11.1% | 57.8%-46.7pp | - | 69.5%-58.4pp |
| Annual return | 0.00% | 18.50%-18.5pp | - | 73.14%-73.1pp |
| Employer contribution / active EE | $112 | $2,171-94.9% | - | $2,342-95.2% |
| Participant deferral / active EE | $309 | $1,340-76.9% | - | $3,332-90.7% |
| Admin fee / account holder | $186 | $1,413-86.8% | - | $4,645-96.0% |