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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 | $50,171 | $165,381-69.7% | $149,730-66.5% | $158,966-68.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 42.37% | 348.29%-305.9pp | 276.70%-234.3pp | 302.95%-260.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $14,293 | $7,182+99.0% | $6,843+108.9% | $5,983+138.9% |
| Admin fee / account holder | $282 | $10,809-97.4% | $9,310-97.0% | $11,250-97.5% |