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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 | $97,135 | $129,737-25.1% | $119,126-18.5% | $154,746-37.2% |
| Participation rate | 20.0% | 78.9%-58.9pp | 75.8%-55.8pp | 80.7%-60.7pp |
| Annual return | 15.42% | 379.08%-363.7pp | 282.11%-266.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $617 | $4,375-85.9% | $4,034-84.7% | $4,379-85.9% |
| Participant deferral / active EE | $3,216 | $5,842-45.0% | $5,318-39.5% | $6,730-52.2% |
| Admin fee / account holder | $7 | $11,961-99.9% | $10,693-99.9% | $14,365-100.0% |