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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 | $128,215 | $75,832+69.1% | $147,618-13.1% | $59,633+115.0% |
| Participation rate | 16.1% | 71.6%-55.4pp | 84.6%-68.5pp | 68.7%-52.5pp |
| Annual return | 0.37% | 0.37%0pp | 61.98%-61.6pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,163 | $3,131-62.9% | $4,895-76.2% | $3,192-63.6% |
| Admin fee / account holder | $9 | $5,986-99.8% | $11,612-99.9% | $4,297-99.8% |