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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 | $106,108 | $134,817-21.3% | $123,973-14.4% | $155,188-31.6% |
| Participation rate | 27.3% | 79.4%-52.1pp | 76.7%-49.4pp | 80.8%-53.5pp |
| Annual return | 22.20% | 515.49%-493.3pp | 388.13%-365.9pp | 148.84%-126.6pp |
| Employer contribution / active EE | $801 | $4,425-81.9% | $4,126-80.6% | $4,248-81.1% |
| Participant deferral / active EE | $4,441 | $5,706-22.2% | $5,247-15.4% | $6,531-32.0% |
| Admin fee / account holder | $20 | $13,245-99.8% | $11,799-99.8% | $14,480-99.9% |