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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 | $37,143 | $29,736+24.9% | $56,033-33.7% | $80,935-54.1% |
| Participation rate | 3.8% | 41.7%-37.9pp | 52.5%-48.6pp | 67.7%-63.8pp |
| Annual return | 14.63% | 35.28%-20.6pp | 1711.38%-1696.7pp | 35.66%-21.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $585 | $1,228-52.3% | $1,954-70.0% | $4,299-86.4% |
| Admin fee / account holder | $189 | $2,434-92.2% | $2,827-93.3% | $6,924-97.3% |