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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 | $55,720 | $175,231-68.2% | $149,696-62.8% | $139,466-60.0% |
| Participation rate | 46.2% | 83.4%-37.2pp | 78.8%-32.6pp | 80.3%-34.2pp |
| Annual return | 20.89% | 166.77%-145.9pp | 134.46%-113.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,965 | $6,521-54.5% | $5,682-47.8% | $6,712-55.8% |
| Admin fee / account holder | $13 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |