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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 | $43,768 | $183,539-76.2% | $155,556-71.9% | $145,897-70.0% |
| Participation rate | 45.0% | 82.7%-37.7pp | 78.2%-33.2pp | 80.3%-35.3pp |
| Annual return | 23.78% | 61.31%-37.5pp | 64.84%-41.1pp | 552.29%-528.5pp |
| Employer contribution / active EE | $722 | $5,315-86.4% | $4,675-84.6% | $4,663-84.5% |
| Participant deferral / active EE | $4,227 | $6,467-34.6% | $5,631-24.9% | $6,689-36.8% |
| Admin fee / account holder | $10 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |