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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 | $19,909 | $57,541-65.4% | $95,740-79.2% | $75,173-73.5% |
| Participation rate | 63.0% | 62.5%+0.5pp | 72.3%-9.3pp | 67.2%-4.2pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.41%-28.4pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,460 | $3,074+45.1% | $4,244+5.1% | $4,126+8.1% |
| Admin fee / account holder | $113 | $4,099-97.2% | $5,676-98.0% | $5,651-98.0% |