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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 | $130,663 | $70,366+85.7% | $66,674+96.0% | $138,895-5.9% |
| Participation rate | 23.1% | 76.2%-53.1pp | 73.7%-50.6pp | 79.9%-56.8pp |
| Annual return | 15.57% | 386.41%-370.8pp | 321.24%-305.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $213 | $2,765-92.3% | $2,620-91.9% | $4,194-94.9% |
| Participant deferral / active EE | $2,622 | $4,374-40.1% | $4,084-35.8% | $6,396-59.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |