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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 | $57,823 | $102,638-43.7% | $81,991-29.5% | $158,966-63.6% |
| Participation rate | 58.3% | 75.5%-17.2pp | 69.3%-10.9pp | 82.0%-23.6pp |
| Annual return | 12.31% | 61.05%-48.7pp | 41.31%-29.0pp | 302.95%-290.6pp |
| Employer contribution / active EE | $422 | $3,241-87.0% | $2,498-83.1% | $4,762-91.1% |
| Participant deferral / active EE | $1,683 | $4,649-63.8% | $3,722-54.8% | $5,983-71.9% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,250-100.0% |