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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 | $112,729-63.8% | $98,716-58.7% | $137,256-70.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 108.41% | 38.48%+69.9pp | 31.81%+76.6pp | 220.34%-111.9pp |
| Employer contribution / active EE | $433 | $2,725-84.1% | $2,279-81.0% | $4,156-89.6% |
| Participant deferral / active EE | $4,217 | $4,640-9.1% | $4,048+4.2% | $6,407-34.2% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |