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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 | $7,533 | $100,147-92.5% | $81,286-90.7% | $145,877-94.8% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 21.38% | 34.44%-13.1pp | 24.80%-3.4pp | 551.28%-529.9pp |
| Employer contribution / active EE | $311 | $2,977-89.5% | $2,463-87.4% | $4,663-93.3% |
| Participant deferral / active EE | $1,378 | $4,607-70.1% | $3,883-64.5% | $6,691-79.4% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |