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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 | $129,080 | $49,976+158.3% | $66,674+93.6% | $82,637+56.2% |
| Participation rate | 12.0% | 63.1%-51.1pp | 73.7%-61.7pp | 68.1%-56.1pp |
| Annual return | 15.65% | 39.09%-23.4pp | 321.24%-305.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $577 | $2,847-79.7% | $4,084-85.9% | $4,126-86.0% |
| Admin fee / account holder | $11 | $4,594-99.8% | $5,098-99.8% | $7,339-99.9% |