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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 | $93,456 | $171,492-45.5% | $150,734-38.0% | $198,609-52.9% |
| Participation rate | 38.5% | 81.4%-43.0pp | 78.4%-40.0pp | 82.4%-43.9pp |
| Annual return | 18.76% | 804.70%-785.9pp | 600.81%-582.0pp | 202.70%-183.9pp |
| Employer contribution / active EE | $956 | $5,470-82.5% | $4,918-80.6% | $5,055-81.1% |
| Participant deferral / active EE | $5,380 | $6,259-14.0% | $5,610-4.1% | $6,977-22.9% |
| Admin fee / account holder | $50 | $17,628-99.7% | $14,905-99.7% | $19,030-99.7% |