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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 | $27,147 | $111,535-75.7% | $105,223-74.2% | $137,256-80.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 24.23% | 237.85%-213.6pp | 180.65%-156.4pp | 220.34%-196.1pp |
| Employer contribution / active EE | $513 | $3,939-87.0% | $3,689-86.1% | $4,156-87.7% |
| Participant deferral / active EE | $2,774 | $5,500-49.6% | $5,072-45.3% | $6,407-56.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |