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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 | $63,147 | $202,463-68.8% | $169,397-62.7% | $139,487-54.7% |
| Participation rate | 57.1% | 81.1%-24.0pp | 77.2%-20.0pp | 80.3%-23.2pp |
| Annual return | 15.58% | 532.64%-517.1pp | 406.23%-390.6pp | 373.84%-358.3pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,382 | $6,941-36.9% | $6,223-29.6% | $6,713-34.7% |
| Admin fee / account holder | $204 | $10,726-98.1% | $9,017-97.7% | $11,407-98.2% |