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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 | $24,947 | $124,351-79.9% | $109,188-77.2% | $167,553-85.1% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.9%-55.9pp | 82.1%-62.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $406 | $4,210-90.4% | $3,723-89.1% | $4,840-91.6% |
| Participant deferral / active EE | $4,412 | $5,257-16.1% | $4,654-5.2% | $6,343-30.4% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |