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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 | $89,879 | $118,708-24.3% | $98,920-9.1% | $158,982-43.5% |
| Participation rate | 35.3% | 77.8%-42.5pp | 76.0%-40.7pp | 82.0%-46.7pp |
| Annual return | 15.95% | 372.49%-356.5pp | 196.47%-180.5pp | 302.99%-287.0pp |
| Employer contribution / active EE | $175 | $3,334-94.8% | $2,689-93.5% | $4,763-96.3% |
| Participant deferral / active EE | $1,596 | $5,089-68.6% | $4,245-62.4% | $5,983-73.3% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |