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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 | $49,982 | $29,733+68.1% | $56,025-10.8% | $80,959-38.3% |
| Participation rate | 26.2% | 41.7%-15.5pp | 52.5%-26.3pp | 67.7%-41.5pp |
| Annual return | 16.46% | 35.28%-18.8pp | 1712.69%-1696.2pp | 35.67%-19.2pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $692 | $1,229-43.7% | $1,955-64.6% | $4,300-83.9% |
| Admin fee / account holder | $3 | $2,434-99.9% | $2,828-99.9% | $6,925-100.0% |