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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 | $19,242 | $149,040-87.1% | $120,225-84.0% | $137,256-86.0% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 21.48% | 605.68%-584.2pp | 439.23%-417.7pp | 220.34%-198.9pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,249 | $4,655+12.8% | $3,999+31.3% | $6,407-18.1% |
| Admin fee / account holder | $20 | $6,348-99.7% | $5,696-99.7% | $12,270-99.8% |