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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 | $40,245 | $166,131-75.8% | $164,975-75.6% | $145,877-72.4% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.6%-17.5pp | 80.3%-19.2pp |
| Annual return | 13.87% | 100.37%-86.5pp | 70.12%-56.3pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,031 | $5,276-80.5% | $4,343-76.3% | $4,663-77.9% |
| Participant deferral / active EE | $2,514 | $6,962-63.9% | $6,033-58.3% | $6,691-62.4% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |