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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 | $166,131-31.4% | $164,975-30.9% | $145,877-21.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 14.66% | 100.37%-85.7pp | 70.12%-55.5pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,040 | $5,276-80.3% | $4,343-76.0% | $4,663-77.7% |
| Participant deferral / active EE | $10,604 | $6,962+52.3% | $6,033+75.8% | $6,691+58.5% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |