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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 | $146,599 | $160,028-8.4% | $147,080-0.3% | $145,884+0.5% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 24.21% | 98.60%-74.4pp | 420.17%-396.0pp | 551.85%-527.6pp |
| Employer contribution / active EE | $333 | $5,286-93.7% | $4,933-93.2% | $4,662-92.9% |
| Participant deferral / active EE | $4,695 | $8,422-44.3% | $8,066-41.8% | $6,690-29.8% |
| Admin fee / account holder | $60 | $15,030-99.6% | $12,989-99.5% | $13,392-99.6% |