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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 | $99,222 | $157,296-36.9% | $141,191-29.7% | $152,897-35.1% |
| Participation rate | 27.3% | 84.8%-57.6pp | 82.5%-55.2pp | 82.5%-55.2pp |
| Annual return | 22.15% | 64.34%-42.2pp | 71.41%-49.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $775 | $5,262-85.3% | $4,736-83.6% | $4,764-83.7% |
| Participant deferral / active EE | $2,872 | $7,111-59.6% | $6,710-57.2% | $5,851-50.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |