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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 | $44,233 | $110,093-59.8% | $97,295-54.5% | $145,897-69.7% |
| Participation rate | 20.0% | 75.9%-55.9pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 16.02% | 244.76%-228.7pp | 75.62%-59.6pp | 552.29%-536.3pp |
| Employer contribution / active EE | $269 | $3,077-91.3% | $2,723-90.1% | $4,663-94.2% |
| Participant deferral / active EE | $2,348 | $4,678-49.8% | $4,264-44.9% | $6,689-64.9% |
| Admin fee / account holder | $163 | $6,212-97.4% | $5,646-97.1% | $13,390-98.8% |