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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 | $125,193-19.9% | $105,591-5.0% | $145,978-31.3% |
| Participation rate | 27.3% | 77.6%-50.4pp | 75.3%-48.0pp | 80.3%-53.0pp |
| Annual return | 12.35% | 225.53%-213.2pp | 116.43%-104.1pp | 550.52%-538.2pp |
| Employer contribution / active EE | $591 | $3,718-84.1% | $3,166-81.3% | $4,662-87.3% |
| Participant deferral / active EE | $1,896 | $5,708-66.8% | $5,008-62.2% | $6,690-71.7% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |