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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 | $92,495 | $85,766+7.8% | $136,298-32.1% | $70,126+31.9% |
| Participation rate | 40.7% | 74.2%-33.4pp | 81.9%-41.2pp | 69.5%-28.8pp |
| Annual return | 15.28% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $503 | $2,966-83.1% | $4,696-89.3% | $2,343-78.5% |
| Participant deferral / active EE | $2,401 | $5,051-52.5% | $6,247-61.6% | $3,332-27.9% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |