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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 | $68,556 | $107,353-36.1% | $92,903-26.2% | $152,885-55.2% |
| Participation rate | 9.5% | 79.8%-70.3pp | 76.0%-66.5pp | 82.5%-72.9pp |
| Annual return | 28.13% | 145.62%-117.5pp | 109.43%-81.3pp | 345.39%-317.3pp |
| Employer contribution / active EE | $457 | $4,222-89.2% | $3,653-87.5% | $4,763-90.4% |
| Participant deferral / active EE | $1,371 | $4,848-71.7% | $4,238-67.6% | $5,851-76.6% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |