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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 | $32,911 | $30,437+8.1% | $56,033-41.3% | $74,459-55.8% |
| Participation rate | 27.9% | 32.9%-5.0pp | 52.5%-24.6pp | 67.2%-39.3pp |
| Annual return | 14.80% | 24.96%-10.2pp | 1711.38%-1696.6pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,167 | $1,176-0.7% | $1,954-40.3% | $4,350-73.2% |
| Admin fee / account holder | $254 | $2,363-89.3% | $2,827-91.0% | $1,945-87.0% |