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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 | $34,102 | $90,530-62.3% | $76,030-55.1% | $145,897-76.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 14.62% | 625.08%-610.5pp | 361.54%-346.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $429 | $3,319-87.1% | $2,688-84.0% | $4,663-90.8% |
| Participant deferral / active EE | $1,466 | $5,164-71.6% | $4,257-65.6% | $6,689-78.1% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |