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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 | $27,318 | $183,627-85.1% | $155,602-82.4% | $145,978-81.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 142.51% | 61.32%+81.2pp | 64.81%+77.7pp | 550.52%-408.0pp |
| Employer contribution / active EE | $875 | $5,316-83.5% | $4,675-81.3% | $4,662-81.2% |
| Participant deferral / active EE | $4,333 | $6,466-33.0% | $5,629-23.0% | $6,690-35.2% |
| Admin fee / account holder | $1 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |