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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 | $52,862 | $105,210-49.8% | $159,487-66.9% | $85,851-38.4% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.8%-29.0pp | 69.3%-15.5pp |
| Annual return | 16.97% | 45.08%-28.1pp | 263.71%-246.7pp | 318.63%-301.7pp |
| Employer contribution / active EE | $329 | $3,319-90.1% | $4,831-93.2% | $2,565-87.2% |
| Participant deferral / active EE | $2,590 | $5,946-56.4% | $7,354-64.8% | $3,952-34.5% |
| Admin fee / account holder | $235 | $6,934-96.6% | $10,804-97.8% | $6,261-96.2% |