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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 | $103,676 | $125,237-17.2% | $105,608-1.8% | $145,877-28.9% |
| Participation rate | 20.0% | 77.7%-57.7pp | 75.3%-55.3pp | 80.3%-60.3pp |
| Annual return | 10.06% | 225.76%-215.7pp | 116.50%-106.4pp | 551.28%-541.2pp |
| Employer contribution / active EE | $373 | $3,720-90.0% | $3,167-88.2% | $4,663-92.0% |
| Participant deferral / active EE | $4,600 | $5,711-19.4% | $5,010-8.2% | $6,691-31.2% |
| Admin fee / account holder | $20 | $17,287-99.9% | $11,028-99.8% | $13,402-99.9% |