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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 | $32,200 | $51,642-37.6% | $129,384-75.1% | $80,935-60.2% |
| Participation rate | 20.0% | 56.9%-36.9pp | 69.6%-49.6pp | 67.7%-47.7pp |
| Annual return | 15.75% | 20.78%-5.0pp | 9461.77%-9446.0pp | 35.66%-19.9pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $887 | $2,670-66.8% | $4,166-78.7% | $4,299-79.4% |
| Admin fee / account holder | $7 | $4,312-99.8% | $7,686-99.9% | $6,924-99.9% |