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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 | $44,478 | $98,760-55.0% | $149,715-70.3% | $79,858-44.3% |
| Participation rate | 52.1% | 75.8%-23.7pp | 82.5%-30.4pp | 69.6%-17.6pp |
| Annual return | 23.56% | 27.43%-3.9pp | 276.66%-253.1pp | 31.72%-8.2pp |
| Employer contribution / active EE | $545 | $3,217-83.1% | $4,645-88.3% | $2,471-77.9% |
| Participant deferral / active EE | $4,423 | $5,681-22.1% | $6,842-35.4% | $3,740+18.3% |
| Admin fee / account holder | $2 | $6,053-100.0% | $9,310-100.0% | $5,306-100.0% |