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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 | $101,096 | $159,978-36.8% | $147,041-31.2% | $145,978-30.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 27.71% | 98.36%-70.7pp | 419.21%-391.5pp | 550.52%-522.8pp |
| Employer contribution / active EE | $938 | $5,288-82.3% | $4,935-81.0% | $4,662-79.9% |
| Participant deferral / active EE | $6,290 | $8,429-25.4% | $8,071-22.1% | $6,690-6.0% |
| Admin fee / account holder | $216 | $15,053-98.6% | $13,006-98.3% | $13,400-98.4% |