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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 | $111,878-60.5% | $93,727-52.9% | $145,897-69.7% |
| Participation rate | 12.5% | 74.2%-61.7pp | 68.7%-56.2pp | 80.3%-67.8pp |
| Annual return | 28.59% | 204.28%-175.7pp | 133.83%-105.2pp | 552.29%-523.7pp |
| Employer contribution / active EE | $408 | $3,092-86.8% | $2,421-83.1% | $4,663-91.2% |
| Participant deferral / active EE | $1,347 | $4,920-72.6% | $4,417-69.5% | $6,689-79.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |