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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 | $91,378 | $171,492-46.7% | $150,734-39.4% | $198,609-54.0% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 20.74% | 804.70%-784.0pp | 600.81%-580.1pp | 202.70%-182.0pp |
| Employer contribution / active EE | $1,333 | $5,470-75.6% | $4,918-72.9% | $5,055-73.6% |
| Participant deferral / active EE | $5,687 | $6,259-9.1% | $5,610+1.4% | $6,977-18.5% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |