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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 | $68,876 | $88,778-22.4% | $81,844-15.8% | $145,884-52.8% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 11.14% | 1033.03%-1021.9pp | 778.87%-767.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $318 | $3,087-89.7% | $2,916-89.1% | $4,662-93.2% |
| Participant deferral / active EE | $2,698 | $4,648-42.0% | $4,323-37.6% | $6,690-59.7% |
| Admin fee / account holder | $217 | $8,430-97.4% | $7,355-97.1% | $13,392-98.4% |