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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 | $40,848 | $107,363-62.0% | $92,909-56.0% | $152,897-73.3% |
| Participation rate | 16.7% | 79.8%-63.1pp | 76.0%-59.3pp | 82.5%-65.8pp |
| Annual return | 28.04% | 145.63%-117.6pp | 109.44%-81.4pp | 345.43%-317.4pp |
| Employer contribution / active EE | $375 | $4,222-91.1% | $3,653-89.7% | $4,764-92.1% |
| Participant deferral / active EE | $1,688 | $4,848-65.2% | $4,238-60.2% | $5,851-71.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |