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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 | $174,893 | $29,051+502.0% | $52,425+233.6% | $67,986+157.2% |
| Participation rate | 0.9% | 30.4%-29.5pp | 55.6%-54.7pp | 57.2%-56.3pp |
| Annual return | 20.79% | 24.00%-3.2pp | 302.12%-281.3pp | 31.67%-10.9pp |
| Employer contribution / active EE | $19 | $412-95.3% | $914-97.9% | $2,019-99.0% |
| Participant deferral / active EE | $290 | $873-66.8% | $1,790-83.8% | $3,358-91.4% |
| Admin fee / account holder | $0 | $2,113-100.0% | $2,495-100.0% | $3,203-100.0% |