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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 | $77,289 | $103,038-25.0% | $90,324-14.4% | $152,909-49.5% |
| Participation rate | 43.8% | 75.9%-32.1pp | 73.3%-29.5pp | 82.5%-38.7pp |
| Annual return | 24.83% | 95.25%-70.4pp | 78.15%-53.3pp | 345.46%-320.6pp |
| Employer contribution / active EE | $124 | $3,141-96.0% | $2,856-95.6% | $4,764-97.4% |
| Participant deferral / active EE | $3,109 | $4,282-27.4% | $3,885-20.0% | $5,851-46.9% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |