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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 | $16,628 | $65,395-74.6% | $182,531-90.9% | $72,983-77.2% |
| Participation rate | 45.9% | 65.4%-19.5pp | 78.0%-32.0pp | 69.5%-23.5pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.57%-148.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $316 | $1,911-83.5% | $4,075-92.3% | $2,440-87.1% |
| Participant deferral / active EE | $1,518 | $3,563-57.4% | $5,525-72.5% | $3,608-57.9% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,593-100.0% | $5,124-100.0% |