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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 | $17,098 | $63,809-73.2% | $81,353-79.0% | $80,935-78.9% |
| Participation rate | 33.3% | 63.9%-30.6pp | 69.5%-36.2pp | 67.7%-34.3pp |
| Annual return | 214.78% | 16.37%+198.4pp | 24.82%+190.0pp | 35.66%+179.1pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,527 | $3,093+14.0% | $3,885-9.2% | $4,299-18.0% |
| Admin fee / account holder | $58 | $5,686-99.0% | $5,766-99.0% | $6,924-99.2% |