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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 | $15,735 | $85,060-81.5% | $70,565-77.7% | $139,487-88.7% |
| Participation rate | 18.8% | 73.9%-55.2pp | 68.4%-49.6pp | 80.3%-61.6pp |
| Annual return | 30.29% | 30.39%-0.1pp | 32.79%-2.5pp | 373.84%-343.6pp |
| Employer contribution / active EE | $511 | $3,912-86.9% | $2,976-82.8% | $4,755-89.3% |
| Participant deferral / active EE | $1,246 | $5,891-78.8% | $4,568-72.7% | $6,713-81.4% |
| Admin fee / account holder | $41 | $8,932-99.5% | $6,430-99.4% | $11,407-99.6% |