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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 | $52,900 | $84,236-37.2% | $170,435-69.0% | $70,126-24.6% |
| Participation rate | 6.5% | 70.8%-64.3pp | 83.6%-77.1pp | 69.5%-63.0pp |
| Annual return | 24.93% | 23.06%+1.9pp | 205.94%-181.0pp | 73.15%-48.2pp |
| Employer contribution / active EE | $218 | $3,387-93.6% | $5,432-96.0% | $2,343-90.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $23 | $5,698-99.6% | $13,881-99.8% | $4,645-99.5% |