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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 | $26,469 | $117,895-77.5% | $102,460-74.2% | $145,897-81.9% |
| Participation rate | 36.4% | 78.6%-42.3pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 23.84% | 31.92%-8.1pp | 29.47%-5.6pp | 552.29%-528.5pp |
| Employer contribution / active EE | $512 | $3,619-85.9% | $3,025-83.1% | $4,663-89.0% |
| Participant deferral / active EE | $2,866 | $5,736-50.0% | $5,056-43.3% | $6,689-57.2% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |