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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 | $48,591 | $96,508-49.7% | $75,901-36.0% | $152,897-68.2% |
| Participation rate | 18.8% | 76.2%-57.4pp | 69.3%-50.5pp | 82.5%-63.7pp |
| Annual return | 27.08% | 33.99%-6.9pp | 30.76%-3.7pp | 345.43%-318.4pp |
| Employer contribution / active EE | $295 | $3,310-91.1% | $2,501-88.2% | $4,764-93.8% |
| Participant deferral / active EE | $3,229 | $4,554-29.1% | $3,603-10.4% | $5,851-44.8% |
| Admin fee / account holder | $0 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |