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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 | $140,288 | $72,071+94.7% | $68,368+105.2% | $137,256+2.2% |
| Participation rate | 6.3% | 76.2%-70.0pp | 73.8%-67.5pp | 80.0%-73.7pp |
| Annual return | 21.75% | 353.14%-331.4pp | 292.57%-270.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $206 | $2,788-92.6% | $2,649-92.2% | $4,156-95.0% |
| Participant deferral / active EE | $1,938 | $4,410-56.1% | $4,123-53.0% | $6,407-69.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |