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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 | $58,279 | $167,353-65.2% | $143,797-59.5% | $134,545-56.7% |
| Participation rate | 23.5% | 84.8%-61.3pp | 80.3%-56.8pp | 81.2%-57.7pp |
| Annual return | 285.32% | 0.48%+284.8pp | -0.04%+285.4pp | 418.37%-133.1pp |
| Employer contribution / active EE | $989 | $5,620-82.4% | $4,952-80.0% | $4,742-79.1% |
| Participant deferral / active EE | $2,722 | $6,447-57.8% | $5,638-51.7% | $6,401-57.5% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |