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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 | $113,960 | $166,268-31.5% | $165,100-31.0% | $145,897-21.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 14.66% | 100.52%-85.9pp | 70.21%-55.5pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,040 | $5,284-80.3% | $4,348-76.1% | $4,663-77.7% |
| Participant deferral / active EE | $10,604 | $6,964+52.3% | $6,035+75.7% | $6,689+58.5% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |