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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 | $40,372 | $106,247-62.0% | $96,515-58.2% | $139,466-71.1% |
| Participation rate | 15.8% | 77.8%-62.1pp | 74.3%-58.6pp | 80.3%-64.5pp |
| Annual return | 30.34% | 38.47%-8.1pp | 35.73%-5.4pp | 373.66%-343.3pp |
| Employer contribution / active EE | $725 | $4,106-82.3% | $3,740-80.6% | $4,754-84.7% |
| Participant deferral / active EE | $2,243 | $5,456-58.9% | $4,880-54.0% | $6,712-66.6% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |