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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 | $83,678 | $144,130-41.9% | $117,861-29.0% | $147,586-43.3% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 24.22% | 531.20%-507.0pp | 335.11%-310.9pp | 578.59%-554.4pp |
| Employer contribution / active EE | $470 | $4,897-90.4% | $3,786-87.6% | $4,876-90.4% |
| Participant deferral / active EE | $4,404 | $5,316-17.2% | $4,482-1.7% | $5,439-19.0% |
| Admin fee / account holder | $197 | $10,887-98.2% | $8,021-97.5% | $10,886-98.2% |