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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 | $49,763 | $99,652-50.1% | $78,778-36.8% | $147,586-66.3% |
| Participation rate | 26.7% | 76.2%-49.6pp | 69.2%-42.5pp | 82.8%-56.2pp |
| Annual return | 20.98% | 47.28%-26.3pp | 35.62%-14.6pp | 578.59%-557.6pp |
| Employer contribution / active EE | $277 | $2,796-90.1% | $1,986-86.1% | $4,876-94.3% |
| Participant deferral / active EE | $2,643 | $3,664-27.9% | $2,958-10.7% | $5,439-51.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |