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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 | $101,512 | $102,663-1.1% | $86,216+17.7% | $139,466-27.2% |
| Participation rate | 53.8% | 74.5%-20.7pp | 69.0%-15.1pp | 80.3%-26.5pp |
| Annual return | 20.96% | 1924.52%-1903.6pp | 1169.42%-1148.5pp | 373.66%-352.7pp |
| Employer contribution / active EE | $137 | $3,035-95.5% | $2,382-94.3% | $4,754-97.1% |
| Participant deferral / active EE | $3,698 | $4,677-20.9% | $3,986-7.2% | $6,712-44.9% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |