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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 | $43,018 | $129,737-66.8% | $119,126-63.9% | $154,746-72.2% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 19.66% | 379.08%-359.4pp | 282.11%-262.4pp | 172.34%-152.7pp |
| Employer contribution / active EE | $837 | $4,375-80.9% | $4,034-79.3% | $4,379-80.9% |
| Participant deferral / active EE | $2,584 | $5,842-55.8% | $5,318-51.4% | $6,730-61.6% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |