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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 | $47,144 | $111,830-57.8% | $93,696-49.7% | $145,884-67.7% |
| Participation rate | 12.5% | 74.2%-61.7pp | 68.7%-56.2pp | 80.3%-67.8pp |
| Annual return | 22.98% | 204.08%-181.1pp | 133.74%-110.8pp | 551.85%-528.9pp |
| Employer contribution / active EE | $182 | $3,093-94.1% | $2,422-92.5% | $4,662-96.1% |
| Participant deferral / active EE | $2,058 | $4,920-58.2% | $4,417-53.4% | $6,690-69.2% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |