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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 | $50,989 | $183,592-72.2% | $155,574-67.2% | $145,877-65.0% |
| Participation rate | 8.3% | 82.7%-74.4pp | 78.2%-69.9pp | 80.3%-72.0pp |
| Annual return | 13.53% | 61.37%-47.8pp | 64.87%-51.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $93 | $5,317-98.3% | $4,676-98.0% | $4,663-98.0% |
| Participant deferral / active EE | $2,031 | $6,466-68.6% | $5,629-63.9% | $6,691-69.6% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |