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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 | $103,015 | $107,363-4.0% | $92,909+10.9% | $152,897-32.6% |
| Participation rate | 20.0% | 79.8%-59.8pp | 76.0%-56.0pp | 82.5%-62.5pp |
| Annual return | 17.76% | 145.63%-127.9pp | 109.44%-91.7pp | 345.43%-327.7pp |
| Employer contribution / active EE | $411 | $4,222-90.3% | $3,653-88.8% | $4,764-91.4% |
| Participant deferral / active EE | $1,477 | $4,848-69.5% | $4,238-65.1% | $5,851-74.8% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |