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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 | $113,249 | $226,090-49.9% | $182,531-38.0% | $152,885-25.9% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.0%-40.5pp | 82.5%-45.0pp |
| Annual return | 23.89% | 192.57%-168.7pp | 148.57%-124.7pp | 345.39%-321.5pp |
| Employer contribution / active EE | $349 | $4,978-93.0% | $4,075-91.4% | $4,763-92.7% |
| Participant deferral / active EE | $3,879 | $6,369-39.1% | $5,525-29.8% | $5,851-33.7% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |