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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 | $17,025 | $115,814-85.3% | $101,275-83.2% | $158,982-89.3% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 21.69% | 56.16%-34.5pp | 46.48%-24.8pp | 302.99%-281.3pp |
| Employer contribution / active EE | $740 | $4,176-82.3% | $3,660-79.8% | $4,763-84.5% |
| Participant deferral / active EE | $2,269 | $4,958-54.2% | $4,371-48.1% | $5,983-62.1% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |