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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 | $46,080 | $106,923-56.9% | $84,023-45.2% | $152,909-69.9% |
| Participation rate | 62.5% | 75.3%-12.8pp | 69.0%-6.5pp | 82.5%-20.0pp |
| Annual return | 23.61% | 105.02%-81.4pp | 71.32%-47.7pp | 345.46%-321.9pp |
| Employer contribution / active EE | $114 | $2,735-95.8% | $1,984-94.2% | $4,764-97.6% |
| Participant deferral / active EE | $1,034 | $4,013-74.2% | $3,239-68.1% | $5,851-82.3% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |