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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 | $86,067 | $160,070-46.2% | $147,117-41.5% | $145,897-41.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.52% | 98.69%-81.2pp | 420.54%-403.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,907 | $8,419+29.6% | $8,065+35.3% | $6,689+63.1% |
| Admin fee / account holder | $192 | $15,035-98.7% | $12,993-98.5% | $13,390-98.6% |