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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 | $218,837 | $106,918+104.7% | $84,021+160.5% | $152,897+43.1% |
| Participation rate | 5.9% | 75.2%-69.4pp | 69.0%-63.1pp | 82.5%-76.6pp |
| Annual return | 27.47% | 105.01%-77.5pp | 71.32%-43.8pp | 345.43%-318.0pp |
| Employer contribution / active EE | $89 | $2,735-96.8% | $1,984-95.5% | $4,764-98.1% |
| Participant deferral / active EE | $1,020 | $4,012-74.6% | $3,239-68.5% | $5,851-82.6% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |