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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 | $47,502 | $114,119-58.4% | $107,187-55.7% | $138,895-65.8% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 79.9%-54.9pp |
| Annual return | 18.79% | 273.21%-254.4pp | 204.55%-185.8pp | 145.39%-126.6pp |
| Employer contribution / active EE | $217 | $4,059-94.7% | $3,782-94.3% | $4,194-94.8% |
| Participant deferral / active EE | $2,061 | $5,538-62.8% | $5,096-59.6% | $6,396-67.8% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |