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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 | $11,157 | $48,337-76.9% | $67,560-83.5% | $80,959-86.2% |
| Participation rate | 41.9% | 66.4%-24.5pp | 72.9%-31.0pp | 67.7%-25.7pp |
| Annual return | 23.53% | 18.26%+5.3pp | 3533.50%-3510.0pp | 35.67%-12.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,273 | $2,928-56.5% | $4,004-68.2% | $4,300-70.4% |
| Admin fee / account holder | $115 | $3,695-96.9% | $3,994-97.1% | $6,925-98.3% |