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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 | $102,345 | $109,372-6.4% | $89,414+14.5% | $158,966-35.6% |
| Participation rate | 30.0% | 74.3%-44.3pp | 68.0%-38.0pp | 82.0%-52.0pp |
| Annual return | 9.76% | 345.55%-335.8pp | 245.50%-235.7pp | 302.95%-293.2pp |
| Employer contribution / active EE | $267 | $3,171-91.6% | $2,586-89.7% | $4,762-94.4% |
| Participant deferral / active EE | $2,888 | $4,598-37.2% | $3,890-25.8% | $5,983-51.7% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |