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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 | $42,692 | $100,203-57.4% | $85,240-49.9% | $145,897-70.7% |
| Participation rate | 11.8% | 74.1%-62.3pp | 67.5%-55.8pp | 80.3%-68.5pp |
| Annual return | 13.34% | 84.28%-70.9pp | 66.75%-53.4pp | 552.29%-539.0pp |
| Employer contribution / active EE | $236 | $3,242-92.7% | $2,735-91.4% | $4,663-94.9% |
| Participant deferral / active EE | $1,522 | $5,299-71.3% | $4,527-66.4% | $6,689-77.2% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |