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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 | $29,716+68.2% | $56,077-10.9% | $80,925-38.2% |
| Participation rate | 26.2% | 41.7%-15.5pp | 52.5%-26.3pp | 67.7%-41.5pp |
| Annual return | 16.46% | 35.30%-18.8pp | 1709.28%-1692.8pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $692 | $1,228-43.6% | $1,954-64.6% | $4,299-83.9% |
| Admin fee / account holder | $3 | $2,432-99.9% | $2,825-99.9% | $6,940-100.0% |