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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 | $68,233 | $106,918-36.2% | $84,021-18.8% | $152,897-55.4% |
| Participation rate | 25.0% | 75.2%-50.2pp | 69.0%-44.0pp | 82.5%-57.5pp |
| Annual return | 17.91% | 105.01%-87.1pp | 71.32%-53.4pp | 345.43%-327.5pp |
| Employer contribution / active EE | $383 | $2,735-86.0% | $1,984-80.7% | $4,764-92.0% |
| Participant deferral / active EE | $1,275 | $4,012-68.2% | $3,239-60.6% | $5,851-78.2% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |