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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 | $121,118 | $160,070-24.3% | $147,117-17.7% | $145,897-17.0% |
| Participation rate | 27.3% | 84.0%-56.8pp | 82.2%-54.9pp | 80.3%-53.0pp |
| Annual return | 11.86% | 98.69%-86.8pp | 420.54%-408.7pp | 552.29%-540.4pp |
| Employer contribution / active EE | $260 | $5,285-95.1% | $4,932-94.7% | $4,663-94.4% |
| Participant deferral / active EE | $4,264 | $8,419-49.4% | $8,065-47.1% | $6,689-36.3% |
| Admin fee / account holder | $13 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |