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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 | $100,983 | $154,193-34.5% | $130,045-22.3% | $139,466-27.6% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 20.56% | 32.51%-11.9pp | -137.30%+157.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $960 | $5,292-81.9% | $4,321-77.8% | $4,754-79.8% |
| Participant deferral / active EE | $11,390 | $6,709+69.8% | $5,820+95.7% | $6,712+69.7% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |