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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 | $22,007 | $88,707-75.2% | $74,183-70.3% | $273,968-92.0% |
| Participation rate | 10.5% | 79.4%-68.9pp | 76.6%-66.1pp | 83.0%-72.5pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $442 | $3,159-86.0% | $2,370-81.3% | $4,869-90.9% |
| Participant deferral / active EE | $1,850 | $4,212-56.1% | $3,550-47.9% | $5,287-65.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |