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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 | $79,397 | $118,877-33.2% | $96,570-17.8% | $167,536-52.6% |
| Participation rate | 45.5% | 75.5%-30.0pp | 69.8%-24.4pp | 82.1%-36.7pp |
| Annual return | 9.27% | 50.50%-41.2pp | 37.79%-28.5pp | 478.82%-469.5pp |
| Employer contribution / active EE | $139 | $3,121-95.6% | $2,357-94.1% | $4,839-97.1% |
| Participant deferral / active EE | $1,276 | $4,617-72.4% | $3,849-66.9% | $6,342-79.9% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |