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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 | $44,296 | $144,130-69.3% | $117,861-62.4% | $147,586-70.0% |
| Participation rate | 69.2% | 83.4%-14.2pp | 79.7%-10.4pp | 82.8%-13.6pp |
| Annual return | 14.92% | 531.20%-516.3pp | 335.11%-320.2pp | 578.59%-563.7pp |
| Employer contribution / active EE | $508 | $4,897-89.6% | $3,786-86.6% | $4,876-89.6% |
| Participant deferral / active EE | $1,916 | $5,316-64.0% | $4,482-57.3% | $5,439-64.8% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |