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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 | $51,022 | $134,817-62.2% | $123,973-58.8% | $155,188-67.1% |
| Participation rate | 35.7% | 79.4%-43.7pp | 76.7%-40.9pp | 80.8%-45.1pp |
| Annual return | 17.21% | 515.49%-498.3pp | 388.13%-370.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,282 | $5,706-60.0% | $5,247-56.5% | $6,531-65.1% |
| Admin fee / account holder | $20 | $13,245-99.8% | $11,799-99.8% | $14,480-99.9% |