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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 | $90,258 | $150,435-40.0% | $120,580-25.1% | $145,897-38.1% |
| Participation rate | 66.7% | 78.8%-12.1pp | 72.0%-5.3pp | 80.3%-13.6pp |
| Annual return | 12.11% | 154.60%-142.5pp | 107.48%-95.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $704 | $4,352-83.8% | $3,469-79.7% | $4,663-84.9% |
| Participant deferral / active EE | $1,871 | $6,174-69.7% | $4,995-62.6% | $6,689-72.0% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |