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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 | $76,270 | $107,368-29.0% | $92,915-17.9% | $152,909-50.1% |
| Participation rate | 30.0% | 79.8%-49.8pp | 76.0%-46.0pp | 82.5%-52.5pp |
| Annual return | 29.66% | 145.64%-116.0pp | 109.45%-79.8pp | 345.46%-315.8pp |
| Employer contribution / active EE | $633 | $4,222-85.0% | $3,653-82.7% | $4,764-86.7% |
| Participant deferral / active EE | $2,423 | $4,848-50.0% | $4,238-42.8% | $5,851-58.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |