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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 | $51,987 | $29,736+74.8% | $56,033-7.2% | $80,935-35.8% |
| Participation rate | 12.0% | 41.7%-29.7pp | 52.5%-40.5pp | 67.7%-55.7pp |
| Annual return | 11.87% | 35.28%-23.4pp | 1711.38%-1699.5pp | 35.66%-23.8pp |
| Employer contribution / active EE | $38 | $671-94.4% | $1,041-96.4% | $2,757-98.6% |
| Participant deferral / active EE | $286 | $1,228-76.7% | $1,954-85.3% | $4,299-93.3% |
| Admin fee / account holder | $220 | $2,434-91.0% | $2,827-92.2% | $6,924-96.8% |