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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 | $71,776 | $228,395-68.6% | $185,861-61.4% | $158,982-54.9% |
| Participation rate | 22.2% | 82.3%-60.1pp | 78.0%-55.8pp | 82.0%-59.7pp |
| Annual return | 45.20% | 40.82%+4.4pp | 35.96%+9.2pp | 302.99%-257.8pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,942 | $6,417-69.7% | $5,634-65.5% | $5,983-67.5% |
| Admin fee / account holder | $9 | $11,869-99.9% | $9,503-99.9% | $11,252-99.9% |