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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 | $95,336 | $152,612-37.5% | $125,192-23.8% | $152,897-37.6% |
| Participation rate | 23.1% | 83.3%-60.3pp | 79.8%-56.7pp | 82.5%-59.4pp |
| Annual return | 32.54% | 54.85%-22.3pp | 43.79%-11.2pp | 345.43%-312.9pp |
| Employer contribution / active EE | $267 | $4,947-94.6% | $3,866-93.1% | $4,764-94.4% |
| Participant deferral / active EE | $1,856 | $5,868-68.4% | $4,937-62.4% | $5,851-68.3% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |