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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 | $29,667+75.2% | $56,441-7.9% | $80,874-35.7% |
| Participation rate | 12.0% | 41.7%-29.7pp | 52.5%-40.5pp | 67.6%-55.6pp |
| Annual return | 11.87% | 35.22%-23.4pp | 1704.21%-1692.3pp | 35.62%-23.8pp |
| Employer contribution / active EE | $38 | $669-94.4% | $1,039-96.4% | $2,756-98.6% |
| Participant deferral / active EE | $286 | $1,227-76.7% | $1,953-85.3% | $4,297-93.3% |
| Admin fee / account holder | $220 | $2,429-91.0% | $2,829-92.2% | $6,935-96.8% |