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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 | $120,440 | $152,619-21.1% | $125,195-3.8% | $152,909-21.2% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.5%-49.1pp |
| Annual return | 27.42% | 54.85%-27.4pp | 43.79%-16.4pp | 345.46%-318.0pp |
| Employer contribution / active EE | $266 | $4,947-94.6% | $3,866-93.1% | $4,764-94.4% |
| Participant deferral / active EE | $2,623 | $5,869-55.3% | $4,937-46.9% | $5,851-55.2% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |