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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 | $110,928 | $166,268-33.3% | $165,100-32.8% | $145,897-24.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 16.08% | 100.52%-84.4pp | 70.21%-54.1pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,034 | $5,284-80.4% | $4,348-76.2% | $4,663-77.8% |
| Participant deferral / active EE | $3,211 | $6,964-53.9% | $6,035-46.8% | $6,689-52.0% |
| Admin fee / account holder | $17 | $16,659-99.9% | $12,696-99.9% | $13,390-99.9% |