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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 | $104,719 | $144,130-27.3% | $117,861-11.2% | $147,586-29.0% |
| Participation rate | 42.1% | 83.4%-41.3pp | 79.7%-37.6pp | 82.8%-40.7pp |
| Annual return | 12.33% | 531.20%-518.9pp | 335.11%-322.8pp | 578.59%-566.3pp |
| Employer contribution / active EE | $801 | $4,897-83.6% | $3,786-78.8% | $4,876-83.6% |
| Participant deferral / active EE | $2,494 | $5,316-53.1% | $4,482-44.4% | $5,439-54.1% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |