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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 | $109,970 | $160,070-31.3% | $147,117-25.2% | $145,897-24.6% |
| Participation rate | 23.5% | 84.0%-60.5pp | 82.2%-58.7pp | 80.3%-56.8pp |
| Annual return | 18.37% | 98.69%-80.3pp | 420.54%-402.2pp | 552.29%-533.9pp |
| Employer contribution / active EE | $691 | $5,285-86.9% | $4,932-86.0% | $4,663-85.2% |
| Participant deferral / active EE | $5,770 | $8,419-31.5% | $8,065-28.5% | $6,689-13.7% |
| Admin fee / account holder | $30 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |