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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 | $115,004 | $217,432-47.1% | $185,849-38.1% | $167,536-31.4% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 12.96% | 148.42%-135.5pp | 122.10%-109.1pp | 478.82%-465.9pp |
| Employer contribution / active EE | $997 | $5,875-83.0% | $5,169-80.7% | $4,839-79.4% |
| Participant deferral / active EE | $2,305 | $6,357-63.8% | $5,569-58.6% | $6,342-63.7% |
| Admin fee / account holder | $4 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |