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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 | $117,859-77.5% | $102,438-74.2% | $145,959-81.9% |
| Participation rate | 36.4% | 78.6%-42.2pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 23.84% | 31.72%-7.9pp | 29.37%-5.5pp | 561.95%-538.1pp |
| Employer contribution / active EE | $512 | $3,615-85.8% | $3,024-83.1% | $4,661-89.0% |
| Participant deferral / active EE | $2,866 | $5,732-50.0% | $5,054-43.3% | $6,689-57.2% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |