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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 | $77,994 | $175,231-55.5% | $149,696-47.9% | $139,466-44.1% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 20.70% | 166.77%-146.1pp | 134.46%-113.8pp | 373.66%-353.0pp |
| Employer contribution / active EE | $958 | $5,478-82.5% | $4,821-80.1% | $4,754-79.9% |
| Participant deferral / active EE | $4,090 | $6,521-37.3% | $5,682-28.0% | $6,712-39.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |