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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 | $116,518 | $159,934-27.1% | $147,005-20.7% | $145,959-20.2% |
| Participation rate | 26.1% | 84.0%-57.9pp | 82.2%-56.1pp | 80.3%-54.2pp |
| Annual return | 15.79% | 98.24%-82.5pp | 418.76%-403.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,008 | $5,287-80.9% | $4,934-79.6% | $4,661-78.4% |
| Participant deferral / active EE | $3,617 | $8,427-57.1% | $8,070-55.2% | $6,689-45.9% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,398-99.9% |