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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 | $158,016 | $226,105-30.1% | $182,540-13.4% | $152,897+3.3% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.0%-38.0pp | 82.5%-42.5pp |
| Annual return | 24.59% | 192.58%-168.0pp | 148.58%-124.0pp | 345.43%-320.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,366 | $6,370-15.8% | $5,525-2.9% | $5,851-8.3% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |