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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 | $122,187 | $198,457-38.4% | $170,435-28.3% | $147,586-17.2% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 25.60% | 257.30%-231.7pp | 205.94%-180.3pp | 578.59%-553.0pp |
| Employer contribution / active EE | $116 | $6,183-98.1% | $5,432-97.9% | $4,876-97.6% |
| Participant deferral / active EE | $2,301 | $5,629-59.1% | $4,939-53.4% | $5,439-57.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |