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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 | $46,789 | $102,638-54.4% | $81,982-42.9% | $158,982-70.6% |
| Participation rate | 15.8% | 75.5%-59.7pp | 69.3%-53.5pp | 82.0%-66.2pp |
| Annual return | 15.75% | 61.05%-45.3pp | 41.31%-25.6pp | 302.99%-287.2pp |
| Employer contribution / active EE | $314 | $3,241-90.3% | $2,498-87.4% | $4,763-93.4% |
| Participant deferral / active EE | $1,222 | $4,649-73.7% | $3,722-67.2% | $5,983-79.6% |
| Admin fee / account holder | $17 | $8,237-99.8% | $5,665-99.7% | $11,252-99.9% |