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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 | $29,670-8.3% | $56,054-51.4% | $80,911-66.4% |
| Participation rate | 13.5% | 41.7%-28.2pp | 52.5%-39.0pp | 67.6%-54.2pp |
| Annual return | 15.61% | 35.24%-19.6pp | 1705.95%-1690.3pp | 35.63%-20.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $344 | $1,227-72.0% | $1,952-82.4% | $4,297-92.0% |
| Admin fee / account holder | $12 | $2,431-99.5% | $2,822-99.6% | $6,935-99.8% |