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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 | $122,834 | $209,425-41.3% | $178,499-31.2% | $158,966-22.7% |
| Participation rate | 38.9% | 86.4%-47.5pp | 81.9%-43.0pp | 82.0%-43.1pp |
| Annual return | 13.70% | 188.80%-175.1pp | 151.10%-137.4pp | 302.95%-289.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,487 | $5,955-24.7% | $5,202-13.8% | $5,983-25.0% |
| Admin fee / account holder | $101 | $17,078-99.4% | $13,986-99.3% | $11,250-99.1% |