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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 | $57,198 | $29,670+92.8% | $56,054+2.0% | $80,911-29.3% |
| Participation rate | 2.4% | 41.7%-39.2pp | 52.5%-50.0pp | 67.6%-65.2pp |
| Annual return | 20.04% | 35.24%-15.2pp | 1705.95%-1685.9pp | 35.63%-15.6pp |
| Employer contribution / active EE | $26 | $670-96.1% | $1,039-97.5% | $2,756-99.0% |
| Participant deferral / active EE | $561 | $1,227-54.3% | $1,952-71.3% | $4,297-86.9% |
| Admin fee / account holder | $0 | $2,431-100.0% | $2,822-100.0% | $6,935-100.0% |