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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 | $87,507 | $144,130-39.3% | $117,861-25.8% | $147,586-40.7% |
| Participation rate | 57.9% | 83.4%-25.5pp | 79.7%-21.8pp | 82.8%-24.9pp |
| Annual return | 13.99% | 531.20%-517.2pp | 335.11%-321.1pp | 578.59%-564.6pp |
| Employer contribution / active EE | $422 | $4,897-91.4% | $3,786-88.9% | $4,876-91.3% |
| Participant deferral / active EE | $1,688 | $5,316-68.2% | $4,482-62.3% | $5,439-69.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |