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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 | $44,168 | $111,785-60.5% | $93,669-52.8% | $145,877-69.7% |
| Participation rate | 12.5% | 74.2%-61.7pp | 68.7%-56.2pp | 80.3%-67.8pp |
| Annual return | 28.59% | 203.79%-175.2pp | 133.59%-105.0pp | 551.28%-522.7pp |
| Employer contribution / active EE | $408 | $3,096-86.8% | $2,424-83.1% | $4,663-91.2% |
| Participant deferral / active EE | $1,347 | $4,919-72.6% | $4,416-69.5% | $6,691-79.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |