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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 | $46,431 | $63,346-26.7% | $92,240-49.7% | $70,126-33.8% |
| Participation rate | 41.6% | 68.7%-27.1pp | 76.5%-34.9pp | 69.5%-28.0pp |
| Annual return | 21.22% | 530.19%-509.0pp | 176.29%-155.1pp | 73.15%-51.9pp |
| Employer contribution / active EE | $423 | $2,471-82.9% | $3,680-88.5% | $2,343-81.9% |
| Participant deferral / active EE | $2,822 | $2,854-1.1% | $3,897-27.6% | $3,332-15.3% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |