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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 | $85,224 | $176,120-51.6% | $159,487-46.6% | $167,553-49.1% |
| Participation rate | 28.6% | 85.0%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 13.34% | 331.95%-318.6pp | 263.71%-250.4pp | 478.89%-465.5pp |
| Employer contribution / active EE | $477 | $5,299-91.0% | $4,831-90.1% | $4,840-90.1% |
| Participant deferral / active EE | $2,878 | $7,752-62.9% | $7,354-60.9% | $6,343-54.6% |
| Admin fee / account holder | $20 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |