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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 | $124,533 | $159,978-22.2% | $147,041-15.3% | $145,978-14.7% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 21.23% | 98.36%-77.1pp | 419.21%-398.0pp | 550.52%-529.3pp |
| Employer contribution / active EE | $666 | $5,288-87.4% | $4,935-86.5% | $4,662-85.7% |
| Participant deferral / active EE | $5,734 | $8,429-32.0% | $8,071-28.9% | $6,690-14.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |