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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 | $108,096 | $157,296-31.3% | $141,191-23.4% | $152,897-29.3% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 27.70% | 64.34%-36.6pp | 71.41%-43.7pp | 345.43%-317.7pp |
| Employer contribution / active EE | $517 | $5,262-90.2% | $4,736-89.1% | $4,764-89.1% |
| Participant deferral / active EE | $2,765 | $7,111-61.1% | $6,710-58.8% | $5,851-52.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |