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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 | $105,388 | $55,423+90.2% | $155,602-32.3% | $74,400+41.7% |
| Participation rate | 14.6% | 61.9%-47.3pp | 78.2%-63.6pp | 67.2%-52.6pp |
| Annual return | 12.33% | 269.07%-256.7pp | 64.81%-52.5pp | 1367.51%-1355.2pp |
| Employer contribution / active EE | $244 | $2,266-89.2% | $4,675-94.8% | $2,624-90.7% |
| Participant deferral / active EE | $2,015 | $2,835-28.9% | $5,629-64.2% | $4,348-53.7% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,923-100.0% | $1,944-100.0% |