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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 | $49,063 | $168,636-70.9% | $147,618-66.8% | $125,388-60.9% |
| Participation rate | 42.1% | 88.8%-46.7pp | 84.6%-42.5pp | 83.2%-41.1pp |
| Annual return | -2.43% | 77.65%-80.1pp | 61.98%-64.4pp | 282.24%-284.7pp |
| Employer contribution / active EE | $427 | $6,252-93.2% | $5,565-92.3% | $4,866-91.2% |
| Participant deferral / active EE | $1,936 | $5,507-64.8% | $4,895-60.4% | $5,352-63.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |