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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 | $88,996-46.5% | $78,004-39.0% | $138,895-65.7% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.4%-69.4pp | 79.9%-79.9pp |
| Annual return | 16.04% | 28.03%-12.0pp | 31.07%-15.0pp | 145.39%-129.4pp |
| Employer contribution / active EE | $100 | $2,917-96.6% | $2,469-95.9% | $4,194-97.6% |
| Participant deferral / active EE | $1,769 | $4,724-62.5% | $4,092-56.8% | $6,396-72.3% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |