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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 | $126,919 | $160,028-20.7% | $147,080-13.7% | $145,884-13.0% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.2%-69.7pp | 80.3%-67.8pp |
| Annual return | 10.11% | 98.60%-88.5pp | 420.17%-410.1pp | 551.85%-541.7pp |
| Employer contribution / active EE | $828 | $5,286-84.3% | $4,933-83.2% | $4,662-82.2% |
| Participant deferral / active EE | $2,875 | $8,422-65.9% | $8,066-64.4% | $6,690-57.0% |
| Admin fee / account holder | $33 | $15,030-99.8% | $12,989-99.7% | $13,392-99.8% |