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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 | $90,509 | $132,634-31.8% | $115,768-21.8% | $137,256-34.1% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.4%-38.0pp | 80.0%-43.6pp |
| Annual return | 17.13% | 160.70%-143.6pp | 100.46%-83.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $582 | $3,360-82.7% | $2,940-80.2% | $4,156-86.0% |
| Participant deferral / active EE | $6,335 | $5,619+12.8% | $4,917+28.9% | $6,407-1.1% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |