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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 | $75,708 | $118,708-36.2% | $98,920-23.5% | $158,966-52.4% |
| Participation rate | 55.6% | 77.8%-22.3pp | 76.0%-20.5pp | 82.0%-26.4pp |
| Annual return | 9.02% | 372.49%-363.5pp | 196.47%-187.5pp | 302.95%-293.9pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,481 | $5,089-11.9% | $4,245+5.6% | $5,983-25.1% |
| Admin fee / account holder | $12 | $10,134-99.9% | $6,643-99.8% | $11,250-99.9% |