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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 | $69,185 | $112,933-38.7% | $90,970-23.9% | $158,982-56.5% |
| Participation rate | 16.7% | 74.7%-58.1pp | 69.0%-52.3pp | 82.0%-65.3pp |
| Annual return | 26.48% | 215.82%-189.3pp | 134.60%-108.1pp | 302.99%-276.5pp |
| Employer contribution / active EE | $237 | $2,893-91.8% | $2,122-88.8% | $4,763-95.0% |
| Participant deferral / active EE | $3,015 | $4,128-27.0% | $3,373-10.6% | $5,983-49.6% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |