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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 | $98,420 | $129,737-24.1% | $119,126-17.4% | $154,746-36.4% |
| Participation rate | 58.3% | 78.9%-20.5pp | 75.8%-17.4pp | 80.7%-22.4pp |
| Annual return | 14.54% | 379.08%-364.5pp | 282.11%-267.6pp | 172.34%-157.8pp |
| Employer contribution / active EE | $711 | $4,375-83.8% | $4,034-82.4% | $4,379-83.8% |
| Participant deferral / active EE | $4,726 | $5,842-19.1% | $5,318-11.1% | $6,730-29.8% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |