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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 | $248,019 | $100,895+145.8% | $90,430+174.3% | $158,950+56.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 6.70% | 1725.54%-1718.8pp | 1293.73%-1287.0pp | 302.91%-296.2pp |
| Employer contribution / active EE | $94 | $3,689-97.4% | $3,262-97.1% | $4,762-98.0% |
| Participant deferral / active EE | $4,205 | $4,347-3.3% | $3,963+6.1% | $5,983-29.7% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |