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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 | $53,568 | $99,011-45.9% | $86,582-38.1% | $147,586-63.7% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 17.19% | 1312.75%-1295.6pp | 965.08%-947.9pp | 578.59%-561.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,063 | $3,972-22.9% | $3,609-15.1% | $5,439-43.7% |
| Admin fee / account holder | $61 | $5,709-98.9% | $4,904-98.8% | $10,886-99.4% |