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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 | $23,253 | $110,212-78.9% | $96,534-75.9% | $139,466-83.3% |
| Participation rate | 38.9% | 78.1%-39.2pp | 76.0%-37.1pp | 80.3%-41.4pp |
| Annual return | 17.61% | 26.42%-8.8pp | 25.88%-8.3pp | 373.66%-356.0pp |
| Employer contribution / active EE | $459 | $3,620-87.3% | $2,965-84.5% | $4,754-90.3% |
| Participant deferral / active EE | $1,704 | $5,547-69.3% | $4,851-64.9% | $6,712-74.6% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |