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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 | $131,420 | $160,028-17.9% | $147,080-10.6% | $145,884-9.9% |
| Participation rate | 31.3% | 84.0%-52.8pp | 82.2%-50.9pp | 80.3%-49.1pp |
| Annual return | 12.11% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.7pp |
| Employer contribution / active EE | $931 | $5,286-82.4% | $4,933-81.1% | $4,662-80.0% |
| Participant deferral / active EE | $3,997 | $8,422-52.5% | $8,066-50.5% | $6,690-40.3% |
| Admin fee / account holder | $37 | $15,030-99.8% | $12,989-99.7% | $13,392-99.7% |