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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 | $76,729 | $144,130-46.8% | $117,861-34.9% | $147,586-48.0% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 15.55% | 531.20%-515.6pp | 335.11%-319.6pp | 578.59%-563.0pp |
| Employer contribution / active EE | $788 | $4,897-83.9% | $3,786-79.2% | $4,876-83.8% |
| Participant deferral / active EE | $2,383 | $5,316-55.2% | $4,482-46.8% | $5,439-56.2% |
| Admin fee / account holder | $21 | $10,887-99.8% | $8,021-99.7% | $10,886-99.8% |