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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 | $49,006 | $166,242-70.5% | $165,071-70.3% | $145,884-66.4% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.9pp |
| Annual return | 13.16% | 100.44%-87.3pp | 70.17%-57.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,039 | $5,283-80.3% | $4,347-76.1% | $4,662-77.7% |
| Participant deferral / active EE | $4,190 | $6,964-39.8% | $6,035-30.6% | $6,690-37.4% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |