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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 | $111,651 | $176,105-36.6% | $159,474-30.0% | $167,536-33.4% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 26.19% | 331.91%-305.7pp | 263.68%-237.5pp | 478.82%-452.6pp |
| Employer contribution / active EE | $280 | $5,299-94.7% | $4,831-94.2% | $4,839-94.2% |
| Participant deferral / active EE | $3,867 | $7,751-50.1% | $7,353-47.4% | $6,342-39.0% |
| Admin fee / account holder | $30 | $12,559-99.8% | $10,802-99.7% | $12,315-99.8% |