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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 | $45,950 | $115,810-60.3% | $101,271-54.6% | $158,966-71.1% |
| Participation rate | 30.8% | 79.4%-48.6pp | 75.8%-45.0pp | 82.0%-51.2pp |
| Annual return | 20.53% | 56.15%-35.6pp | 46.48%-25.9pp | 302.95%-282.4pp |
| Employer contribution / active EE | $699 | $4,175-83.3% | $3,660-80.9% | $4,762-85.3% |
| Participant deferral / active EE | $4,697 | $4,958-5.3% | $4,371+7.5% | $5,983-21.5% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |