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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 | $47,608 | $107,733-55.8% | $92,985-48.8% | $154,746-69.2% |
| Participation rate | 0.0% | 74.6%-74.6pp | 69.5%-69.5pp | 80.7%-80.7pp |
| Annual return | 16.04% | 30.39%-14.4pp | 27.99%-11.9pp | 172.34%-156.3pp |
| Employer contribution / active EE | $100 | $3,126-96.8% | $2,662-96.2% | $4,379-97.7% |
| Participant deferral / active EE | $1,769 | $5,053-65.0% | $4,377-59.6% | $6,730-73.7% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |