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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 | $86,519 | $105,198-17.8% | $159,455-45.7% | $85,856+0.8% |
| Participation rate | 62.9% | 75.8%-12.9pp | 82.8%-20.0pp | 69.3%-6.5pp |
| Annual return | 21.86% | 45.08%-23.2pp | 263.63%-241.8pp | 318.58%-296.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,775 | $5,946-19.7% | $7,353-35.1% | $3,952+20.8% |
| Admin fee / account holder | $134 | $6,934-98.1% | $10,800-98.8% | $6,261-97.9% |