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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 | $79,087 | $96,388-17.9% | $80,627-1.9% | $139,466-43.3% |
| Participation rate | 14.3% | 73.6%-59.4pp | 67.0%-52.7pp | 80.3%-66.0pp |
| Annual return | 20.04% | 1352.08%-1332.0pp | 936.76%-916.7pp | 373.66%-353.6pp |
| Employer contribution / active EE | $385 | $3,260-88.2% | $2,723-85.8% | $4,754-91.9% |
| Participant deferral / active EE | $1,175 | $5,224-77.5% | $4,443-73.6% | $6,712-82.5% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |