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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 | $118,732 | $160,070-25.8% | $147,117-19.3% | $145,897-18.6% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-60.0pp | 80.3%-58.1pp |
| Annual return | 11.02% | 98.69%-87.7pp | 420.54%-409.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $328 | $5,285-93.8% | $4,932-93.3% | $4,663-93.0% |
| Participant deferral / active EE | $3,641 | $8,419-56.8% | $8,065-54.9% | $6,689-45.6% |
| Admin fee / account holder | $5 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |