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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 | $22,834 | $175,259-87.0% | $149,723-84.7% | $139,487-83.6% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 26.85% | 166.82%-140.0pp | 134.50%-107.6pp | 373.84%-347.0pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,926 | $6,522-9.1% | $5,682+4.3% | $6,713-11.7% |
| Admin fee / account holder | $65 | $16,158-99.6% | $13,215-99.5% | $11,407-99.4% |