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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 | $19,652 | $100,139-80.4% | $85,187-76.9% | $145,884-86.5% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 11.35% | 84.15%-72.8pp | 66.67%-55.3pp | 551.85%-540.5pp |
| Employer contribution / active EE | $130 | $3,238-96.0% | $2,732-95.2% | $4,662-97.2% |
| Participant deferral / active EE | $1,380 | $5,296-73.9% | $4,525-69.5% | $6,690-79.4% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |