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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 | $100,330 | $126,519-20.7% | $106,201-5.5% | $145,959-31.3% |
| Participation rate | 27.3% | 77.7%-50.4pp | 75.3%-48.0pp | 80.3%-53.0pp |
| Annual return | 12.35% | 225.10%-212.7pp | 116.26%-103.9pp | 561.95%-549.6pp |
| Employer contribution / active EE | $591 | $3,726-84.1% | $3,170-81.4% | $4,661-87.3% |
| Participant deferral / active EE | $1,896 | $5,716-66.8% | $5,012-62.2% | $6,689-71.7% |
| Admin fee / account holder | $0 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |