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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 | $142,262 | $171,492-17.0% | $150,734-5.6% | $198,609-28.4% |
| Participation rate | 43.5% | 81.4%-37.9pp | 78.4%-35.0pp | 82.4%-38.9pp |
| Annual return | 15.79% | 804.70%-788.9pp | 600.81%-585.0pp | 202.70%-186.9pp |
| Employer contribution / active EE | $1,236 | $5,470-77.4% | $4,918-74.9% | $5,055-75.5% |
| Participant deferral / active EE | $3,706 | $6,259-40.8% | $5,610-33.9% | $6,977-46.9% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |