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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 | $83,410 | $99,995-16.6% | $85,063-1.9% | $145,978-42.9% |
| Participation rate | 45.0% | 74.1%-29.1pp | 67.5%-22.5pp | 80.3%-35.3pp |
| Annual return | 15.00% | 83.99%-69.0pp | 66.54%-51.5pp | 550.52%-535.5pp |
| Employer contribution / active EE | $95 | $3,231-97.1% | $2,727-96.5% | $4,662-98.0% |
| Participant deferral / active EE | $3,121 | $5,295-41.1% | $4,523-31.0% | $6,690-53.3% |
| Admin fee / account holder | $12 | $7,255-99.8% | $6,155-99.8% | $13,400-99.9% |