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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 | $78,691 | $150,435-47.7% | $120,580-34.7% | $145,897-46.1% |
| Participation rate | 22.2% | 78.8%-56.6pp | 72.0%-49.7pp | 80.3%-58.1pp |
| Annual return | 9.54% | 154.60%-145.1pp | 107.48%-97.9pp | 552.29%-542.8pp |
| Employer contribution / active EE | $565 | $4,352-87.0% | $3,469-83.7% | $4,663-87.9% |
| Participant deferral / active EE | $1,884 | $6,174-69.5% | $4,995-62.3% | $6,689-71.8% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |