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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 | $68,185 | $129,737-47.4% | $119,126-42.8% | $154,746-55.9% |
| Participation rate | 31.3% | 78.9%-47.6pp | 75.8%-44.5pp | 80.7%-49.5pp |
| Annual return | 20.76% | 379.08%-358.3pp | 282.11%-261.4pp | 172.34%-151.6pp |
| Employer contribution / active EE | $608 | $4,375-86.1% | $4,034-84.9% | $4,379-86.1% |
| Participant deferral / active EE | $2,959 | $5,842-49.4% | $5,318-44.4% | $6,730-56.0% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |