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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 | $81,541 | $107,368-24.1% | $92,915-12.2% | $152,909-46.7% |
| Participation rate | 61.5% | 79.8%-18.3pp | 76.0%-14.5pp | 82.5%-20.9pp |
| Annual return | 22.30% | 145.64%-123.3pp | 109.45%-87.1pp | 345.46%-323.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,515 | $4,848-68.8% | $4,238-64.3% | $5,851-74.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |