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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 | $93,108 | $175,231-46.9% | $149,696-37.8% | $139,466-33.2% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 14.68% | 166.77%-152.1pp | 134.46%-119.8pp | 373.66%-359.0pp |
| Employer contribution / active EE | $257 | $5,478-95.3% | $4,821-94.7% | $4,754-94.6% |
| Participant deferral / active EE | $5,630 | $6,521-13.7% | $5,682-0.9% | $6,712-16.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |