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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 | $98,066 | $175,212-44.0% | $149,682-34.5% | $139,427-29.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 12.61% | 166.63%-154.0pp | 134.35%-121.7pp | 373.27%-360.7pp |
| Employer contribution / active EE | $946 | $5,475-82.7% | $4,818-80.4% | $4,752-80.1% |
| Participant deferral / active EE | $2,224 | $6,520-65.9% | $5,681-60.9% | $6,711-66.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |