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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 | $99,683 | $107,353-7.1% | $92,903+7.3% | $152,885-34.8% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 18.21% | 145.62%-127.4pp | 109.43%-91.2pp | 345.39%-327.2pp |
| Employer contribution / active EE | $436 | $4,222-89.7% | $3,653-88.1% | $4,763-90.8% |
| Participant deferral / active EE | $1,320 | $4,848-72.8% | $4,238-68.9% | $5,851-77.4% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |