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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 | $80,521 | $107,353-25.0% | $92,903-13.3% | $152,885-47.3% |
| Participation rate | 35.3% | 79.8%-44.5pp | 76.0%-40.7pp | 82.5%-47.2pp |
| Annual return | 29.26% | 145.62%-116.4pp | 109.43%-80.2pp | 345.39%-316.1pp |
| Employer contribution / active EE | $386 | $4,222-90.8% | $3,653-89.4% | $4,763-91.9% |
| Participant deferral / active EE | $1,771 | $4,848-63.5% | $4,238-58.2% | $5,851-69.7% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |