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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 | $112,057 | $166,131-32.5% | $164,975-32.1% | $145,877-23.2% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 17.51% | 100.37%-82.9pp | 70.12%-52.6pp | 551.28%-533.8pp |
| Employer contribution / active EE | $965 | $5,276-81.7% | $4,343-77.8% | $4,663-79.3% |
| Participant deferral / active EE | $2,488 | $6,962-64.3% | $6,033-58.8% | $6,691-62.8% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |