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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 | $75,511 | $157,276-52.0% | $141,177-46.5% | $152,885-50.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 27.61% | 64.33%-36.7pp | 71.40%-43.8pp | 345.39%-317.8pp |
| Employer contribution / active EE | $93 | $5,262-98.2% | $4,736-98.0% | $4,763-98.1% |
| Participant deferral / active EE | $20,886 | $7,110+193.7% | $6,710+211.3% | $5,851+257.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |