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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 | $87,166-45.4% | $76,735-38.0% | $137,256-65.3% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.5%-69.5pp | 80.0%-80.0pp |
| Annual return | 16.04% | 26.50%-10.5pp | 29.77%-13.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $100 | $2,904-96.6% | $2,454-95.9% | $4,156-97.6% |
| Participant deferral / active EE | $1,769 | $4,726-62.6% | $4,088-56.7% | $6,407-72.4% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |