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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 | $103,584 | $106,008-2.3% | $92,240+12.3% | $147,586-29.8% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 19.20% | 50.05%-30.8pp | 176.29%-157.1pp | 578.59%-559.4pp |
| Employer contribution / active EE | $573 | $4,333-86.8% | $3,680-84.4% | $4,876-88.2% |
| Participant deferral / active EE | $4,568 | $4,478+2.0% | $3,897+17.2% | $5,439-16.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |