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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 | $175,694 | $107,363+63.6% | $92,909+89.1% | $152,897+14.9% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 30.80% | 145.63%-114.8pp | 109.44%-78.6pp | 345.43%-314.6pp |
| Employer contribution / active EE | $439 | $4,222-89.6% | $3,653-88.0% | $4,764-90.8% |
| Participant deferral / active EE | $1,464 | $4,848-69.8% | $4,238-65.5% | $5,851-75.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |