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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 | $72,679 | $144,130-49.6% | $117,860-38.3% | $147,585-50.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 20.71% | 531.20%-510.5pp | 335.10%-314.4pp | 578.58%-557.9pp |
| Employer contribution / active EE | $569 | $4,897-88.4% | $3,786-85.0% | $4,876-88.3% |
| Participant deferral / active EE | $7,109 | $5,316+33.7% | $4,482+58.6% | $5,439+30.7% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |