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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 | $52,035 | $109,908-52.7% | $97,161-46.4% | $145,978-64.4% |
| Participation rate | 27.3% | 75.9%-48.7pp | 72.7%-45.4pp | 80.3%-53.0pp |
| Annual return | 13.34% | 243.80%-230.5pp | 75.36%-62.0pp | 550.52%-537.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $905 | $4,679-80.7% | $4,265-78.8% | $6,690-86.5% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |