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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 | $66,797 | $48,327+38.2% | $67,575-1.2% | $80,935-17.5% |
| Participation rate | 6.7% | 66.4%-59.7pp | 72.9%-66.2pp | 67.7%-61.0pp |
| Annual return | 13.51% | 18.31%-4.8pp | 3528.98%-3515.5pp | 35.66%-22.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $902 | $2,927-69.2% | $4,003-77.5% | $4,299-79.0% |
| Admin fee / account holder | $232 | $3,692-93.7% | $3,993-94.2% | $6,924-96.6% |