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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 | $19,706 | $101,618-80.6% | $93,063-78.8% | $137,256-85.6% |
| Participation rate | 21.4% | 74.9%-53.5pp | 72.1%-50.7pp | 80.0%-58.5pp |
| Annual return | 36.91% | 223.95%-187.0pp | 34.15%+2.8pp | 220.34%-183.4pp |
| Employer contribution / active EE | $89 | $2,707-96.7% | $2,476-96.4% | $4,156-97.9% |
| Participant deferral / active EE | $1,757 | $4,279-58.9% | $3,958-55.6% | $6,407-72.6% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |