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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 | $36,484 | $51,604-29.3% | $129,295-71.8% | $80,874-54.9% |
| Participation rate | 26.7% | 57.0%-30.3pp | 69.6%-43.0pp | 67.6%-41.0pp |
| Annual return | 12.00% | 20.76%-8.8pp | 9429.28%-9417.3pp | 35.62%-23.6pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,493 | $2,670-44.1% | $4,169-64.2% | $4,297-65.3% |
| Admin fee / account holder | $4 | $4,310-99.9% | $7,665-99.9% | $6,935-99.9% |