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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 | $27,493 | $45,152-39.1% | $73,835-62.8% | $59,633-53.9% |
| Participation rate | 33.3% | 64.0%-30.7pp | 73.4%-40.1pp | 68.7%-35.3pp |
| Annual return | 14.75% | 27.40%-12.7pp | 2268.13%-2253.4pp | 2041.40%-2026.6pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,570 | $2,573-39.0% | $3,583-56.2% | $3,192-50.8% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,880-100.0% | $4,297-100.0% |