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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 | $40,108 | $110,039-63.6% | $97,260-58.8% | $145,884-72.5% |
| Participation rate | 22.2% | 75.9%-53.7pp | 72.7%-50.4pp | 80.3%-58.1pp |
| Annual return | 14.42% | 244.44%-230.0pp | 75.54%-61.1pp | 551.85%-537.4pp |
| Employer contribution / active EE | $167 | $3,074-94.6% | $2,721-93.9% | $4,662-96.4% |
| Participant deferral / active EE | $2,625 | $4,674-43.8% | $4,262-38.4% | $6,690-60.8% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |