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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 | $97,533 | $111,535-12.6% | $105,223-7.3% | $137,256-28.9% |
| Participation rate | 31.3% | 78.1%-46.8pp | 75.0%-43.8pp | 80.0%-48.7pp |
| Annual return | 17.55% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $653 | $3,939-83.4% | $3,689-82.3% | $4,156-84.3% |
| Participant deferral / active EE | $2,413 | $5,500-56.1% | $5,072-52.4% | $6,407-62.3% |
| Admin fee / account holder | $24 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |