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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 | $71,950 | $176,077-59.1% | $159,455-54.9% | $167,518-57.0% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 16.35% | 331.83%-315.5pp | 263.63%-247.3pp | 478.71%-462.4pp |
| Employer contribution / active EE | $440 | $5,298-91.7% | $4,830-90.9% | $4,838-90.9% |
| Participant deferral / active EE | $3,239 | $7,751-58.2% | $7,353-56.0% | $6,342-48.9% |
| Admin fee / account holder | $20 | $12,556-99.8% | $10,800-99.8% | $12,312-99.8% |