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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 | $85,670 | $107,353-20.2% | $92,903-7.8% | $152,885-44.0% |
| Participation rate | 11.8% | 79.8%-68.0pp | 76.0%-64.2pp | 82.5%-70.7pp |
| Annual return | 20.80% | 145.62%-124.8pp | 109.43%-88.6pp | 345.39%-324.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,371 | $4,848-71.7% | $4,238-67.7% | $5,851-76.6% |
| Admin fee / account holder | $30 | $7,081-99.6% | $5,795-99.5% | $11,598-99.7% |