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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 | $64,531 | $160,028-59.7% | $147,080-56.1% | $145,884-55.8% |
| Participation rate | 36.4% | 84.0%-47.7pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 11.20% | 98.60%-87.4pp | 420.17%-409.0pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,007 | $5,286-81.0% | $4,933-79.6% | $4,662-78.4% |
| Participant deferral / active EE | $2,620 | $8,422-68.9% | $8,066-67.5% | $6,690-60.8% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |