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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 | $14,122 | $77,908-81.9% | $149,696-90.6% | $75,173-81.2% |
| Participation rate | 46.9% | 65.6%-18.7pp | 78.8%-31.9pp | 67.2%-20.3pp |
| Annual return | 36.87% | 31.73%+5.1pp | 134.46%-97.6pp | 160.72%-123.9pp |
| Employer contribution / active EE | $123 | $3,138-96.1% | $4,821-97.5% | $2,671-95.4% |
| Participant deferral / active EE | $4,284 | $3,411+25.6% | $5,682-24.6% | $4,126+3.8% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |