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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 | $40,122 | $106,905-62.5% | $84,020-52.2% | $152,885-73.8% |
| Participation rate | 47.8% | 75.2%-27.4pp | 69.0%-21.2pp | 82.5%-34.6pp |
| Annual return | 19.80% | 105.00%-85.2pp | 71.31%-51.5pp | 345.39%-325.6pp |
| Employer contribution / active EE | $282 | $2,735-89.7% | $1,984-85.8% | $4,763-94.1% |
| Participant deferral / active EE | $1,467 | $4,012-63.4% | $3,239-54.7% | $5,851-74.9% |
| Admin fee / account holder | $14 | $8,287-99.8% | $6,101-99.8% | $11,598-99.9% |