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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 | $166,242-75.8% | $165,071-75.6% | $145,884-72.4% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.6%-17.5pp | 80.3%-19.2pp |
| Annual return | 13.87% | 100.44%-86.6pp | 70.17%-56.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,031 | $5,283-80.5% | $4,347-76.3% | $4,662-77.9% |
| Participant deferral / active EE | $2,514 | $6,964-63.9% | $6,035-58.3% | $6,690-62.4% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |