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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 | $96,909 | $72,465+33.7% | $67,575+43.4% | $145,884-33.6% |
| Participation rate | 53.8% | 76.9%-23.0pp | 72.9%-19.1pp | 80.3%-26.5pp |
| Annual return | 15.40% | 7222.56%-7207.2pp | 3528.98%-3513.6pp | 551.85%-536.4pp |
| Employer contribution / active EE | $164 | $3,074-94.7% | $2,736-94.0% | $4,662-96.5% |
| Participant deferral / active EE | $2,828 | $4,786-40.9% | $4,003-29.4% | $6,690-57.7% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |