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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 | $50,727 | $103,392-50.9% | $87,104-41.8% | $152,897-66.8% |
| Participation rate | 26.7% | 79.4%-52.7pp | 76.9%-50.2pp | 82.5%-55.8pp |
| Annual return | 23.52% | 28.10%-4.6pp | 28.19%-4.7pp | 345.43%-321.9pp |
| Employer contribution / active EE | $185 | $3,221-94.2% | $2,521-92.7% | $4,764-96.1% |
| Participant deferral / active EE | $2,412 | $4,778-49.5% | $4,048-40.4% | $5,851-58.8% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |