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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 | $41,447 | $110,093-62.4% | $97,295-57.4% | $145,897-71.6% |
| Participation rate | 30.0% | 75.9%-45.9pp | 72.7%-42.7pp | 80.3%-50.3pp |
| Annual return | 14.25% | 244.76%-230.5pp | 75.62%-61.4pp | 552.29%-538.0pp |
| Employer contribution / active EE | $245 | $3,077-92.0% | $2,723-91.0% | $4,663-94.7% |
| Participant deferral / active EE | $2,471 | $4,678-47.2% | $4,264-42.0% | $6,689-63.1% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |