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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 | $22,260 | $124,330-82.1% | $109,173-79.6% | $167,536-86.7% |
| Participation rate | 30.0% | 79.5%-49.5pp | 75.9%-45.9pp | 82.1%-52.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $366 | $4,209-91.3% | $3,723-90.2% | $4,839-92.4% |
| Participant deferral / active EE | $6,210 | $5,256+18.1% | $4,654+33.4% | $6,342-2.1% |
| Admin fee / account holder | $43 | $7,974-99.5% | $6,755-99.4% | $12,315-99.7% |