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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 | $30,409 | $162,821-81.3% | $133,978-77.3% | $158,982-80.9% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 8.85% | 41.95%-33.1pp | 45.10%-36.3pp | 302.99%-294.1pp |
| Employer contribution / active EE | $18 | $4,976-99.6% | $3,919-99.5% | $4,763-99.6% |
| Participant deferral / active EE | $2,824 | $5,910-52.2% | $5,047-44.1% | $5,983-52.8% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |