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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 | $70,569 | $176,105-59.9% | $159,474-55.7% | $167,536-57.9% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 20.50% | 331.91%-311.4pp | 263.68%-243.2pp | 478.82%-458.3pp |
| Employer contribution / active EE | $680 | $5,299-87.2% | $4,831-85.9% | $4,839-85.9% |
| Participant deferral / active EE | $6,500 | $7,751-16.1% | $7,353-11.6% | $6,342+2.5% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |