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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 | $40,762 | $124,980-67.4% | $108,359-62.4% | $154,746-73.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 108.41% | 45.00%+63.4pp | 36.89%+71.5pp | 172.34%-63.9pp |
| Employer contribution / active EE | $433 | $2,851-84.8% | $2,399-81.9% | $4,379-90.1% |
| Participant deferral / active EE | $4,217 | $4,743-11.1% | $4,137+1.9% | $6,730-37.4% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |