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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 | $119,037 | $102,696+15.9% | $86,235+38.0% | $139,487-14.7% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 14.28% | 1925.91%-1911.6pp | 1170.03%-1155.8pp | 373.84%-359.6pp |
| Employer contribution / active EE | $389 | $3,034-87.2% | $2,381-83.7% | $4,755-91.8% |
| Participant deferral / active EE | $2,231 | $4,679-52.3% | $3,987-44.0% | $6,713-66.8% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |