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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 | $10,814 | $51,642-79.1% | $129,384-91.6% | $80,935-86.6% |
| Participation rate | 36.6% | 56.9%-20.3pp | 69.6%-33.0pp | 67.7%-31.1pp |
| Annual return | 14.71% | 20.78%-6.1pp | 9461.77%-9447.1pp | 35.66%-20.9pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,277 | $2,670-52.2% | $4,166-69.4% | $4,299-70.3% |
| Admin fee / account holder | $114 | $4,312-97.4% | $7,686-98.5% | $6,924-98.4% |