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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 | $47,508 | $68,097-30.2% | $62,929-24.5% | $137,256-65.4% |
| Participation rate | 28.6% | 77.4%-48.9pp | 73.1%-44.5pp | 80.0%-51.4pp |
| Annual return | 17.11% | 1859.11%-1842.0pp | 1063.93%-1046.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $156 | $2,811-94.4% | $2,505-93.8% | $4,156-96.2% |
| Participant deferral / active EE | $9,871 | $4,553+116.8% | $3,888+153.9% | $6,407+54.1% |
| Admin fee / account holder | $172 | $6,521-97.4% | $5,065-96.6% | $12,270-98.6% |