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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 | $27,219 | $29,733-8.5% | $56,025-51.4% | $80,959-66.4% |
| Participation rate | 13.5% | 41.7%-28.3pp | 52.5%-39.0pp | 67.7%-54.2pp |
| Annual return | 15.61% | 35.28%-19.7pp | 1712.69%-1697.1pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $344 | $1,229-72.0% | $1,955-82.4% | $4,300-92.0% |
| Admin fee / account holder | $12 | $2,434-99.5% | $2,828-99.6% | $6,925-99.8% |