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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 | $65,386 | $107,363-39.1% | $92,909-29.6% | $152,897-57.2% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.5%-57.5pp |
| Annual return | 28.45% | 145.63%-117.2pp | 109.44%-81.0pp | 345.43%-317.0pp |
| Employer contribution / active EE | $200 | $4,222-95.3% | $3,653-94.5% | $4,764-95.8% |
| Participant deferral / active EE | $4,500 | $4,848-7.2% | $4,238+6.2% | $5,851-23.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |