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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 | $184,023 | $72,465+153.9% | $67,575+172.3% | $145,884+26.1% |
| Participation rate | 17.4% | 76.9%-59.5pp | 72.9%-55.5pp | 80.3%-62.9pp |
| Annual return | 12.21% | 7222.56%-7210.3pp | 3528.98%-3516.8pp | 551.85%-539.6pp |
| Employer contribution / active EE | $301 | $3,074-90.2% | $2,736-89.0% | $4,662-93.5% |
| Participant deferral / active EE | $1,734 | $4,786-63.8% | $4,003-56.7% | $6,690-74.1% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |