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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 | $117,406 | $29,736+294.8% | $56,033+109.5% | $80,935+45.1% |
| Participation rate | 1.9% | 41.7%-39.8pp | 52.5%-50.6pp | 67.7%-65.8pp |
| Annual return | 20.36% | 35.28%-14.9pp | 1711.38%-1691.0pp | 35.66%-15.3pp |
| Employer contribution / active EE | $38 | $671-94.3% | $1,041-96.3% | $2,757-98.6% |
| Participant deferral / active EE | $565 | $1,228-54.0% | $1,954-71.1% | $4,299-86.9% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |