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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 | $47,606 | $176,120-73.0% | $159,487-70.2% | $167,553-71.6% |
| Participation rate | 53.3% | 85.0%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 16.23% | 331.95%-315.7pp | 263.71%-247.5pp | 478.89%-462.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,800 | $7,752-63.9% | $7,354-61.9% | $6,343-55.9% |
| Admin fee / account holder | $112 | $12,561-99.1% | $10,804-99.0% | $12,316-99.1% |