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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 | $221,902 | $53,837+312.2% | $75,714+193.1% | $85,847+158.5% |
| Participation rate | 8.0% | 69.1%-61.1pp | 74.8%-66.8pp | 69.3%-61.3pp |
| Annual return | 15.49% | 24.54%-9.1pp | 104.62%-89.1pp | 318.61%-303.1pp |
| Employer contribution / active EE | $142 | $2,017-93.0% | $2,744-94.8% | $2,565-94.5% |
| Participant deferral / active EE | $1,489 | $2,895-48.6% | $3,820-61.0% | $3,952-62.3% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |