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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 | $97,781 | $180,466-45.8% | $154,114-36.6% | $135,382-27.8% |
| Participation rate | 20.0% | 87.4%-67.4pp | 83.0%-63.0pp | 82.6%-62.6pp |
| Annual return | -1.23% | 888.15%-889.4pp | 735.16%-736.4pp | 519.77%-521.0pp |
| Employer contribution / active EE | $665 | $6,035-89.0% | $5,298-87.5% | $4,779-86.1% |
| Participant deferral / active EE | $2,573 | $5,806-55.7% | $5,081-49.4% | $5,609-54.1% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |