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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 | $87,216 | $107,363-18.8% | $92,909-6.1% | $152,897-43.0% |
| Participation rate | 11.8% | 79.8%-68.0pp | 76.0%-64.2pp | 82.5%-70.7pp |
| Annual return | 15.65% | 145.63%-130.0pp | 109.44%-93.8pp | 345.43%-329.8pp |
| Employer contribution / active EE | $392 | $4,222-90.7% | $3,653-89.3% | $4,764-91.8% |
| Participant deferral / active EE | $1,468 | $4,848-69.7% | $4,238-65.4% | $5,851-74.9% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |